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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 | $28,358 | $165,381-82.9% | $149,730-81.1% | $158,966-82.2% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 28.54% | 348.29%-319.8pp | 276.70%-248.2pp | 302.95%-274.4pp |
| Employer contribution / active EE | $1,972 | $5,104-61.4% | $4,645-57.6% | $4,762-58.6% |
| Participant deferral / active EE | $2,619 | $7,182-63.5% | $6,843-61.7% | $5,983-56.2% |
| Admin fee / account holder | $3,481 | $10,809-67.8% | $9,310-62.6% | $11,250-69.1% |