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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 | $48,572 | $129,737-62.6% | $119,126-59.2% | $154,746-68.6% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 15.97% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,631 | $4,375-62.7% | $4,034-59.6% | $4,379-62.8% |
| Participant deferral / active EE | $3,603 | $5,842-38.3% | $5,318-32.2% | $6,730-46.5% |
| Admin fee / account holder | $2,568 | $11,961-78.5% | $10,693-76.0% | $14,365-82.1% |