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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 | $43,854 | $129,737-66.2% | $119,126-63.2% | $154,746-71.7% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 20.46% | 379.08%-358.6pp | 282.11%-261.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,700 | $4,375-61.1% | $4,034-57.9% | $4,379-61.2% |
| Participant deferral / active EE | $3,725 | $5,842-36.2% | $5,318-30.0% | $6,730-44.7% |
| Admin fee / account holder | $2,594 | $11,961-78.3% | $10,693-75.7% | $14,365-81.9% |