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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 | $18,920 | $72,071-73.7% | $68,368-72.3% | $137,256-86.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 17.39% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,985 | $2,788-28.8% | $2,649-25.1% | $4,156-52.2% |
| Participant deferral / active EE | $2,216 | $4,410-49.8% | $4,123-46.2% | $6,407-65.4% |
| Admin fee / account holder | $2,443 | $5,336-54.2% | $5,150-52.6% | $12,270-80.1% |