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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 | $48,351 | $129,737-62.7% | $119,126-59.4% | $154,746-68.8% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 21.28% | 379.08%-357.8pp | 282.11%-260.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,028 | $4,375-76.5% | $4,034-74.5% | $4,379-76.5% |
| Participant deferral / active EE | $2,309 | $5,842-60.5% | $5,318-56.6% | $6,730-65.7% |
| Admin fee / account holder | $1,037 | $11,961-91.3% | $10,693-90.3% | $14,365-92.8% |