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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 | $22,370 | $165,351-86.5% | $149,710-85.1% | $158,931-85.9% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 17.45% | 348.19%-330.7pp | 276.63%-259.2pp | 302.86%-285.4pp |
| Employer contribution / active EE | $1,969 | $5,103-61.4% | $4,645-57.6% | $4,761-58.6% |
| Participant deferral / active EE | $3,686 | $7,181-48.7% | $6,842-46.1% | $5,982-38.4% |
| Admin fee / account holder | $5,483 | $10,807-49.3% | $9,309-41.1% | $11,247-51.3% |