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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 | $46,947 | $116,203-59.6% | $93,621-49.9% | $152,897-69.3% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.8%-21.3pp | 82.5%-27.9pp |
| Annual return | 14.97% | 35.96%-21.0pp | 32.76%-17.8pp | 345.43%-330.5pp |
| Employer contribution / active EE | $918 | $3,219-71.5% | $2,719-66.2% | $4,764-80.7% |
| Participant deferral / active EE | $2,473 | $4,605-46.3% | $4,070-39.2% | $5,851-57.7% |
| Admin fee / account holder | $978 | $10,751-90.9% | $7,890-87.6% | $11,599-91.6% |