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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 | $31,003 | $114,119-72.8% | $107,187-71.1% | $138,895-77.7% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-15.9pp | 79.9%-20.8pp |
| Annual return | 18.65% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,961 | $4,059-51.7% | $3,782-48.2% | $4,194-53.2% |
| Participant deferral / active EE | $2,866 | $5,538-48.3% | $5,096-43.8% | $6,396-55.2% |
| Admin fee / account holder | $4,063 | $10,024-59.5% | $9,162-55.7% | $12,562-67.7% |