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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 | $31,856 | $129,737-75.4% | $119,126-73.3% | $154,746-79.4% |
| Participation rate | 59.1% | 78.9%-19.8pp | 75.8%-16.7pp | 80.7%-21.6pp |
| Annual return | 15.16% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,770 | $4,375-59.6% | $4,034-56.1% | $4,379-59.6% |
| Participant deferral / active EE | $6,055 | $5,842+3.7% | $5,318+13.9% | $6,730-10.0% |
| Admin fee / account holder | $1,024 | $11,961-91.4% | $10,693-90.4% | $14,365-92.9% |