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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 | $35,079 | $129,737-73.0% | $119,126-70.6% | $154,746-77.3% |
| Participation rate | 65.2% | 78.9%-13.6pp | 75.8%-10.5pp | 80.7%-15.5pp |
| Annual return | 21.00% | 379.08%-358.1pp | 282.11%-261.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,770 | $4,375-59.6% | $4,034-56.1% | $4,379-59.6% |
| Participant deferral / active EE | $3,563 | $5,842-39.0% | $5,318-33.0% | $6,730-47.1% |
| Admin fee / account holder | $1,212 | $11,961-89.9% | $10,693-88.7% | $14,365-91.6% |