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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 | $19,508 | $129,737-85.0% | $119,126-83.6% | $154,746-87.4% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 17.14% | 379.08%-361.9pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,299 | $4,375-70.3% | $4,034-67.8% | $4,379-70.3% |
| Participant deferral / active EE | $3,001 | $5,842-48.6% | $5,318-43.6% | $6,730-55.4% |
| Admin fee / account holder | $2,454 | $11,961-79.5% | $10,693-77.0% | $14,365-82.9% |