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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,979 | $111,535-77.6% | $105,223-76.3% | $137,256-81.8% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 19.36% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,021 | $3,939-74.1% | $3,689-72.3% | $4,156-75.4% |
| Participant deferral / active EE | $3,189 | $5,500-42.0% | $5,072-37.1% | $6,407-50.2% |
| Admin fee / account holder | $4,575 | $9,721-52.9% | $8,859-48.4% | $12,270-62.7% |