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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 | $47,993 | $129,737-63.0% | $119,126-59.7% | $154,746-69.0% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 12.68% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,417 | $4,375-67.6% | $4,034-64.9% | $4,379-67.6% |
| Participant deferral / active EE | $2,348 | $5,842-59.8% | $5,318-55.8% | $6,730-65.1% |
| Admin fee / account holder | $1,101 | $11,961-90.8% | $10,693-89.7% | $14,365-92.3% |