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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 | $31,468 | $129,737-75.7% | $119,126-73.6% | $154,746-79.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.49% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,285 | $4,375-70.6% | $4,034-68.1% | $4,379-70.7% |
| Participant deferral / active EE | $3,772 | $5,842-35.4% | $5,318-29.1% | $6,730-44.0% |
| Admin fee / account holder | $3,129 | $11,961-73.8% | $10,693-70.7% | $14,365-78.2% |