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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 | $62,752 | $109,372-42.6% | $89,414-29.8% | $158,966-60.5% |
| Participation rate | 43.5% | 74.3%-30.8pp | 68.0%-24.5pp | 82.0%-38.5pp |
| Annual return | 14.29% | 345.55%-331.3pp | 245.50%-231.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,208 | $3,171-61.9% | $2,586-53.3% | $4,762-74.6% |
| Participant deferral / active EE | $2,530 | $4,598-45.0% | $3,890-35.0% | $5,983-57.7% |
| Admin fee / account holder | $591 | $6,156-90.4% | $4,883-87.9% | $11,250-94.7% |