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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 | $33,095 | $111,535-70.3% | $105,223-68.5% | $137,256-75.9% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 19.55% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,620 | $3,939-58.9% | $3,689-56.1% | $4,156-61.0% |
| Participant deferral / active EE | $2,801 | $5,500-49.1% | $5,072-44.8% | $6,407-56.3% |
| Admin fee / account holder | $1,255 | $9,721-87.1% | $8,859-85.8% | $12,270-89.8% |