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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 | $19,300 | $129,737-85.1% | $119,126-83.8% | $154,746-87.5% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 20.55% | 379.08%-358.5pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $5,180 | $4,375+18.4% | $4,034+28.4% | $4,379+18.3% |
| Participant deferral / active EE | $7,499 | $5,842+28.4% | $5,318+41.0% | $6,730+11.4% |
| Admin fee / account holder | $2,296 | $11,961-80.8% | $10,693-78.5% | $14,365-84.0% |