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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 | $37,246 | $129,737-71.3% | $119,126-68.7% | $154,746-75.9% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 18.94% | 379.08%-360.1pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,710 | $4,375-60.9% | $4,034-57.6% | $4,379-61.0% |
| Participant deferral / active EE | $5,291 | $5,842-9.4% | $5,318-0.5% | $6,730-21.4% |
| Admin fee / account holder | $1,370 | $11,961-88.5% | $10,693-87.2% | $14,365-90.5% |