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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 | $23,084 | $202,460-88.6% | $169,385-86.4% | $139,456-83.4% |
| Participation rate | 53.3% | 81.1%-27.8pp | 77.2%-23.8pp | 80.3%-27.0pp |
| Annual return | 17.18% | 532.07%-514.9pp | 405.82%-388.6pp | 373.45%-356.3pp |
| Employer contribution / active EE | $1,249 | $4,691-73.4% | $4,012-68.9% | $4,753-73.7% |
| Participant deferral / active EE | $2,940 | $6,938-57.6% | $6,221-52.7% | $6,711-56.2% |
| Admin fee / account holder | $4,820 | $10,719-55.0% | $9,011-46.5% | $11,407-57.7% |