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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 | $24,312 | $129,737-81.3% | $119,126-79.6% | $154,746-84.3% |
| Participation rate | 45.0% | 78.9%-33.9pp | 75.8%-30.8pp | 80.7%-35.7pp |
| Annual return | 15.39% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,683 | $4,375-61.5% | $4,034-58.3% | $4,379-61.6% |
| Participant deferral / active EE | $3,009 | $5,842-48.5% | $5,318-43.4% | $6,730-55.3% |
| Admin fee / account holder | $5,448 | $11,961-54.5% | $10,693-49.1% | $14,365-62.1% |