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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 | $30,458 | $111,535-72.7% | $105,223-71.1% | $137,256-77.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 17.62% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,980 | $3,939-49.7% | $3,689-46.3% | $4,156-52.4% |
| Participant deferral / active EE | $3,247 | $5,500-41.0% | $5,072-36.0% | $6,407-49.3% |
| Admin fee / account holder | $3,037 | $9,721-68.8% | $8,859-65.7% | $12,270-75.2% |