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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 | $57,139 | $111,535-48.8% | $105,223-45.7% | $137,256-58.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 17.74% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,492 | $3,939-62.1% | $3,689-59.5% | $4,156-64.1% |
| Participant deferral / active EE | $1,573 | $5,500-71.4% | $5,072-69.0% | $6,407-75.5% |
| Admin fee / account holder | $1,200 | $9,721-87.7% | $8,859-86.5% | $12,270-90.2% |