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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 | $28,450 | $129,737-78.1% | $119,126-76.1% | $154,746-81.6% |
| Participation rate | 31.8% | 78.9%-47.0pp | 75.8%-43.9pp | 80.7%-48.9pp |
| Annual return | 15.13% | 379.08%-363.9pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,304 | $4,375-70.2% | $4,034-67.7% | $4,379-70.2% |
| Participant deferral / active EE | $2,763 | $5,842-52.7% | $5,318-48.0% | $6,730-58.9% |
| Admin fee / account holder | $881 | $11,961-92.6% | $10,693-91.8% | $14,365-93.9% |