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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 | $66,815 | $129,737-48.5% | $119,126-43.9% | $154,746-56.8% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 13.97% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,618 | $4,375-63.0% | $4,034-59.9% | $4,379-63.0% |
| Participant deferral / active EE | $3,975 | $5,842-32.0% | $5,318-25.2% | $6,730-40.9% |
| Admin fee / account holder | $4,804 | $11,961-59.8% | $10,693-55.1% | $14,365-66.6% |