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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 | $38,120 | $129,737-70.6% | $119,126-68.0% | $154,746-75.4% |
| Participation rate | 63.2% | 78.9%-15.7pp | 75.8%-12.6pp | 80.7%-17.5pp |
| Annual return | 18.13% | 379.08%-360.9pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,593 | $4,375-63.6% | $4,034-60.5% | $4,379-63.6% |
| Participant deferral / active EE | $2,363 | $5,842-59.5% | $5,318-55.6% | $6,730-64.9% |
| Admin fee / account holder | $2,626 | $11,961-78.0% | $10,693-75.4% | $14,365-81.7% |