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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 | $57,858 | $72,071-19.7% | $68,368-15.4% | $137,256-57.8% |
| Participation rate | 45.8% | 76.2%-30.4pp | 73.8%-27.9pp | 80.0%-34.1pp |
| Annual return | 14.09% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $675 | $2,788-75.8% | $2,649-74.5% | $4,156-83.8% |
| Participant deferral / active EE | $1,616 | $4,410-63.3% | $4,123-60.8% | $6,407-74.8% |
| Admin fee / account holder | $4,159 | $5,336-22.0% | $5,150-19.2% | $12,270-66.1% |