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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 | $28,132 | $176,120-84.0% | $159,487-82.4% | $167,553-83.2% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 19.07% | 331.95%-312.9pp | 263.71%-244.6pp | 478.89%-459.8pp |
| Employer contribution / active EE | $1,619 | $5,299-69.4% | $4,831-66.5% | $4,840-66.5% |
| Participant deferral / active EE | $3,054 | $7,752-60.6% | $7,354-58.5% | $6,343-51.9% |
| Admin fee / account holder | $992 | $12,561-92.1% | $10,804-90.8% | $12,316-91.9% |