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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 | $28,590 | $114,119-74.9% | $107,187-73.3% | $138,895-79.4% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 14.84% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,032 | $4,059-74.6% | $3,782-72.7% | $4,194-75.4% |
| Participant deferral / active EE | $2,517 | $5,538-54.5% | $5,096-50.6% | $6,396-60.6% |
| Admin fee / account holder | $1,988 | $10,024-80.2% | $9,162-78.3% | $12,562-84.2% |