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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 | $26,684 | $129,737-79.4% | $119,126-77.6% | $154,746-82.8% |
| Participation rate | 52.2% | 78.9%-26.7pp | 75.8%-23.6pp | 80.7%-28.5pp |
| Annual return | 17.34% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,128 | $4,375-74.2% | $4,034-72.0% | $4,379-74.2% |
| Participant deferral / active EE | $4,121 | $5,842-29.5% | $5,318-22.5% | $6,730-38.8% |
| Admin fee / account holder | $2,618 | $11,961-78.1% | $10,693-75.5% | $14,365-81.8% |