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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 | $61,042 | $165,399-63.1% | $149,745-59.2% | $158,982-61.6% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 10.35% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.6pp |
| Employer contribution / active EE | $1,172 | $5,105-77.0% | $4,646-74.8% | $4,763-75.4% |
| Participant deferral / active EE | $3,305 | $7,183-54.0% | $6,843-51.7% | $5,983-44.8% |
| Admin fee / account holder | $2,289 | $10,811-78.8% | $9,312-75.4% | $11,252-79.7% |