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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 | $30,938 | $102,938-69.9% | $94,105-67.1% | $138,895-77.7% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 17.83% | 250.28%-232.5pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,376 | $2,732-49.6% | $2,504-45.0% | $4,194-67.2% |
| Participant deferral / active EE | $2,153 | $4,196-48.7% | $3,881-44.5% | $6,396-66.3% |
| Admin fee / account holder | $3,022 | $6,600-54.2% | $6,199-51.3% | $12,562-75.9% |