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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 | $58,793 | $129,737-54.7% | $119,126-50.6% | $154,746-62.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 18.94% | 379.08%-360.1pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,288 | $4,375-47.7% | $4,034-43.3% | $4,379-47.8% |
| Participant deferral / active EE | $4,402 | $5,842-24.6% | $5,318-17.2% | $6,730-34.6% |
| Admin fee / account holder | $1,313 | $11,961-89.0% | $10,693-87.7% | $14,365-90.9% |