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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 | $67,775 | $111,535-39.2% | $105,223-35.6% | $137,256-50.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 18.94% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,271 | $3,939-67.7% | $3,689-65.5% | $4,156-69.4% |
| Participant deferral / active EE | $2,660 | $5,500-51.6% | $5,072-47.5% | $6,407-58.5% |
| Admin fee / account holder | $4,861 | $9,721-50.0% | $8,859-45.1% | $12,270-60.4% |