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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 | $40,551 | $129,737-68.7% | $119,126-66.0% | $154,746-73.8% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 16.44% | 379.08%-362.6pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,665 | $4,375-61.9% | $4,034-58.7% | $4,379-62.0% |
| Participant deferral / active EE | $3,412 | $5,842-41.6% | $5,318-35.8% | $6,730-49.3% |
| Admin fee / account holder | $4,451 | $11,961-62.8% | $10,693-58.4% | $14,365-69.0% |