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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 | $63,724 | $105,210-39.4% | $159,487-60.0% | $85,851-25.8% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.8%-36.4pp | 69.3%-22.9pp |
| Annual return | 12.86% | 45.08%-32.2pp | 263.71%-250.8pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,272 | $3,319-61.7% | $4,831-73.7% | $2,565-50.4% |
| Participant deferral / active EE | $3,525 | $5,946-40.7% | $7,354-52.1% | $3,952-10.8% |
| Admin fee / account holder | $407 | $6,934-94.1% | $10,804-96.2% | $6,261-93.5% |