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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 | $70,366-73.1% | $66,674-71.6% | $138,895-86.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 17.39% | 386.41%-369.0pp | 321.24%-303.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,985 | $2,765-28.2% | $2,620-24.2% | $4,194-52.7% |
| Participant deferral / active EE | $2,216 | $4,374-49.3% | $4,084-45.7% | $6,396-65.4% |
| Admin fee / account holder | $2,443 | $5,262-53.6% | $5,098-52.1% | $12,562-80.6% |