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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 | $40,328 | $129,737-68.9% | $119,126-66.1% | $154,746-73.9% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 13.68% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,009 | $4,375-76.9% | $4,034-75.0% | $4,379-77.0% |
| Participant deferral / active EE | $2,700 | $5,842-53.8% | $5,318-49.2% | $6,730-59.9% |
| Admin fee / account holder | $1,096 | $11,961-90.8% | $10,693-89.8% | $14,365-92.4% |