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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 | $46,391 | $129,737-64.2% | $119,126-61.1% | $154,746-70.0% |
| Participation rate | 38.9% | 78.9%-40.0pp | 75.8%-36.9pp | 80.7%-41.8pp |
| Annual return | 16.42% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,678 | $4,375-61.6% | $4,034-58.4% | $4,379-61.7% |
| Participant deferral / active EE | $2,865 | $5,842-51.0% | $5,318-46.1% | $6,730-57.4% |
| Admin fee / account holder | $7,213 | $11,961-39.7% | $10,693-32.5% | $14,365-49.8% |