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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 | $23,790 | $129,737-81.7% | $119,126-80.0% | $154,746-84.6% |
| Participation rate | 55.0% | 78.9%-23.9pp | 75.8%-20.8pp | 80.7%-25.7pp |
| Annual return | 17.20% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,114 | $4,375-74.5% | $4,034-72.4% | $4,379-74.6% |
| Participant deferral / active EE | $2,217 | $5,842-62.1% | $5,318-58.3% | $6,730-67.1% |
| Admin fee / account holder | $1,807 | $11,961-84.9% | $10,693-83.1% | $14,365-87.4% |