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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 | $22,823 | $111,535-79.5% | $105,223-78.3% | $137,256-83.4% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 21.56% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,941 | $3,939-50.7% | $3,689-47.4% | $4,156-53.3% |
| Participant deferral / active EE | $3,098 | $5,500-43.7% | $5,072-38.9% | $6,407-51.6% |
| Admin fee / account holder | $4,043 | $9,721-58.4% | $8,859-54.4% | $12,270-67.1% |