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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 | $59,679 | $157,304-62.1% | $141,197-57.7% | $152,909-61.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 23.58% | 64.34%-40.8pp | 71.41%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $941 | $5,263-82.1% | $4,736-80.1% | $4,764-80.3% |
| Participant deferral / active EE | $3,199 | $7,111-55.0% | $6,710-52.3% | $5,851-45.3% |
| Admin fee / account holder | $477 | $12,126-96.1% | $10,265-95.3% | $11,601-95.9% |