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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 | $129,737-71.3% | $119,126-68.7% | $154,746-75.9% |
| Participation rate | 35.7% | 78.9%-43.1pp | 75.8%-40.0pp | 80.7%-45.0pp |
| Annual return | 19.87% | 379.08%-359.2pp | 282.11%-262.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,428 | $4,375-67.4% | $4,034-64.6% | $4,379-67.4% |
| Participant deferral / active EE | $3,015 | $5,842-48.4% | $5,318-43.3% | $6,730-55.2% |
| Admin fee / account holder | $4,284 | $11,961-64.2% | $10,693-59.9% | $14,365-70.2% |