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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 | $50,438 | $129,737-61.1% | $119,126-57.7% | $154,746-67.4% |
| Participation rate | 35.7% | 78.9%-43.1pp | 75.8%-40.0pp | 80.7%-45.0pp |
| Annual return | 17.34% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,090 | $4,375-75.1% | $4,034-73.0% | $4,379-75.1% |
| Participant deferral / active EE | $2,253 | $5,842-61.4% | $5,318-57.6% | $6,730-66.5% |
| Admin fee / account holder | $1,062 | $11,961-91.1% | $10,693-90.1% | $14,365-92.6% |