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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 | $78,394 | $111,535-29.7% | $105,223-25.5% | $137,256-42.9% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 16.57% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,137 | $3,939-71.1% | $3,689-69.2% | $4,156-72.6% |
| Participant deferral / active EE | $2,649 | $5,500-51.8% | $5,072-47.8% | $6,407-58.7% |
| Admin fee / account holder | $507 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |