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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 | $37,287 | $134,817-72.3% | $123,973-69.9% | $155,188-76.0% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.7%-40.9pp | 80.8%-45.1pp |
| Annual return | 19.87% | 515.49%-495.6pp | 388.13%-368.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,428 | $4,425-67.7% | $4,126-65.4% | $4,248-66.4% |
| Participant deferral / active EE | $3,015 | $5,706-47.2% | $5,247-42.5% | $6,531-53.8% |
| Admin fee / account holder | $4,284 | $13,245-67.7% | $11,799-63.7% | $14,480-70.4% |