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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 | $27,321 | $129,737-78.9% | $119,126-77.1% | $154,746-82.3% |
| Participation rate | 68.4% | 78.9%-10.4pp | 75.8%-7.3pp | 80.7%-12.3pp |
| Annual return | 17.61% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,110 | $4,375-51.8% | $4,034-47.7% | $4,379-51.8% |
| Participant deferral / active EE | $3,940 | $5,842-32.6% | $5,318-25.9% | $6,730-41.5% |
| Admin fee / account holder | $2,474 | $11,961-79.3% | $10,693-76.9% | $14,365-82.8% |