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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 | $31,313 | $129,737-75.9% | $119,126-73.7% | $154,746-79.8% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 16.73% | 379.08%-362.3pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,768 | $4,375-59.6% | $4,034-56.2% | $4,379-59.6% |
| Participant deferral / active EE | $3,367 | $5,842-42.4% | $5,318-36.7% | $6,730-50.0% |
| Admin fee / account holder | $4,185 | $11,961-65.0% | $10,693-60.9% | $14,365-70.9% |