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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 | $58,286 | $129,737-55.1% | $119,126-51.1% | $154,746-62.3% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.94% | 379.08%-361.1pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,638 | $4,375-62.6% | $4,034-59.4% | $4,379-62.6% |
| Participant deferral / active EE | $4,153 | $5,842-28.9% | $5,318-21.9% | $6,730-38.3% |
| Admin fee / account holder | $1,237 | $11,961-89.7% | $10,693-88.4% | $14,365-91.4% |