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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 | $32,051 | $129,737-75.3% | $119,126-73.1% | $154,746-79.3% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 17.49% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,444 | $4,375-44.1% | $4,034-39.4% | $4,379-44.2% |
| Participant deferral / active EE | $4,362 | $5,842-25.3% | $5,318-18.0% | $6,730-35.2% |
| Admin fee / account holder | $5,868 | $11,961-50.9% | $10,693-45.1% | $14,365-59.2% |