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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 | $33,514 | $129,737-74.2% | $119,126-71.9% | $154,746-78.3% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 17.47% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,830 | $4,375-58.2% | $4,034-54.6% | $4,379-58.2% |
| Participant deferral / active EE | $2,509 | $5,842-57.1% | $5,318-52.8% | $6,730-62.7% |
| Admin fee / account holder | $1,380 | $11,961-88.5% | $10,693-87.1% | $14,365-90.4% |