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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 | $28,878 | $114,119-74.7% | $107,187-73.1% | $138,895-79.2% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 19.65% | 273.21%-253.6pp | 204.55%-184.9pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,008 | $4,059-50.5% | $3,782-46.9% | $4,194-52.1% |
| Participant deferral / active EE | $3,634 | $5,538-34.4% | $5,096-28.7% | $6,396-43.2% |
| Admin fee / account holder | $2,127 | $10,024-78.8% | $9,162-76.8% | $12,562-83.1% |