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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 | $31,924 | $118,695-73.1% | $98,916-67.7% | $158,950-79.9% |
| Participation rate | 60.9% | 77.8%-16.9pp | 76.0%-15.2pp | 82.0%-21.1pp |
| Annual return | 14.10% | 372.39%-358.3pp | 196.45%-182.3pp | 302.91%-288.8pp |
| Employer contribution / active EE | $1,257 | $3,333-62.3% | $2,689-53.3% | $4,762-73.6% |
| Participant deferral / active EE | $2,436 | $5,088-52.1% | $4,245-42.6% | $5,983-59.3% |
| Admin fee / account holder | $1,015 | $10,132-90.0% | $6,642-84.7% | $11,248-91.0% |