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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 | $33,575 | $114,119-70.6% | $107,187-68.7% | $138,895-75.8% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 27.03% | 273.21%-246.2pp | 204.55%-177.5pp | 145.39%-118.4pp |
| Employer contribution / active EE | $1,602 | $4,059-60.5% | $3,782-57.6% | $4,194-61.8% |
| Participant deferral / active EE | $3,511 | $5,538-36.6% | $5,096-31.1% | $6,396-45.1% |
| Admin fee / account holder | $1,542 | $10,024-84.6% | $9,162-83.2% | $12,562-87.7% |