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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 | $129,737-74.5% | $119,126-72.2% | $154,746-78.6% |
| Participation rate | 43.8% | 78.9%-35.1pp | 75.8%-32.0pp | 80.7%-37.0pp |
| Annual return | 19.55% | 379.08%-359.5pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,620 | $4,375-63.0% | $4,034-59.8% | $4,379-63.0% |
| Participant deferral / active EE | $2,801 | $5,842-52.1% | $5,318-47.3% | $6,730-58.4% |
| Admin fee / account holder | $1,255 | $11,961-89.5% | $10,693-88.3% | $14,365-91.3% |