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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 | $33,224 | $121,701-72.7% | $104,639-68.2% | $158,982-79.1% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 16.31% | 465.72%-449.4pp | 340.67%-324.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,281 | $3,165-59.5% | $2,682-52.2% | $4,763-73.1% |
| Participant deferral / active EE | $2,563 | $4,176-38.6% | $3,738-31.4% | $5,983-57.2% |
| Admin fee / account holder | $660 | $7,778-91.5% | $6,465-89.8% | $11,252-94.1% |