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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 | $43,691 | $129,737-66.3% | $119,126-63.3% | $154,746-71.8% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 17.79% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,371 | $4,375-68.7% | $4,034-66.0% | $4,379-68.7% |
| Participant deferral / active EE | $3,402 | $5,842-41.8% | $5,318-36.0% | $6,730-49.4% |
| Admin fee / account holder | $974 | $11,961-91.9% | $10,693-90.9% | $14,365-93.2% |