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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 | $36,286 | $111,535-67.5% | $105,223-65.5% | $137,256-73.6% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 21.36% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,443 | $3,939-63.4% | $3,689-60.9% | $4,156-65.3% |
| Participant deferral / active EE | $2,256 | $5,500-59.0% | $5,072-55.5% | $6,407-64.8% |
| Admin fee / account holder | $6,205 | $9,721-36.2% | $8,859-30.0% | $12,270-49.4% |