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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 | $32,098 | $129,737-75.3% | $119,126-73.1% | $154,746-79.3% |
| Participation rate | 52.4% | 78.9%-26.5pp | 75.8%-23.4pp | 80.7%-28.3pp |
| Annual return | 19.44% | 379.08%-359.6pp | 282.11%-262.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,693 | $4,375-61.3% | $4,034-58.0% | $4,379-61.3% |
| Participant deferral / active EE | $3,340 | $5,842-42.8% | $5,318-37.2% | $6,730-50.4% |
| Admin fee / account holder | $2,296 | $11,961-80.8% | $10,693-78.5% | $14,365-84.0% |