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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 | $29,912 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.46% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,459 | $3,939-63.0% | $3,689-60.5% | $4,156-64.9% |
| Participant deferral / active EE | $3,627 | $5,500-34.1% | $5,072-28.5% | $6,407-43.4% |
| Admin fee / account holder | $405 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |