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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 | $42,646 | $129,737-67.1% | $119,126-64.2% | $154,746-72.4% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 17.69% | 379.08%-361.4pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,865 | $4,375-57.4% | $4,034-53.8% | $4,379-57.4% |
| Participant deferral / active EE | $3,249 | $5,842-44.4% | $5,318-38.9% | $6,730-51.7% |
| Admin fee / account holder | $6,908 | $11,961-42.2% | $10,693-35.4% | $14,365-51.9% |