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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 | $24,187 | $129,737-81.4% | $119,126-79.7% | $154,746-84.4% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 19.95% | 379.08%-359.1pp | 282.11%-262.2pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,406 | $4,375-45.0% | $4,034-40.4% | $4,379-45.1% |
| Participant deferral / active EE | $4,515 | $5,842-22.7% | $5,318-15.1% | $6,730-32.9% |
| Admin fee / account holder | $1,915 | $11,961-84.0% | $10,693-82.1% | $14,365-86.7% |