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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 | $39,888 | $111,535-64.2% | $105,223-62.1% | $137,256-70.9% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 19.99% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $859 | $3,939-78.2% | $3,689-76.7% | $4,156-79.3% |
| Participant deferral / active EE | $3,071 | $5,500-44.2% | $5,072-39.5% | $6,407-52.1% |
| Admin fee / account holder | $530 | $9,721-94.5% | $8,859-94.0% | $12,270-95.7% |