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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 | $44,945 | $69,274-35.1% | $64,097-29.9% | $139,487-67.8% |
| Participation rate | 54.2% | 75.6%-21.5pp | 72.3%-18.2pp | 80.3%-26.2pp |
| Annual return | 18.66% | 46.00%-27.3pp | 33.75%-15.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,344 | $3,187-57.8% | $2,750-51.1% | $4,755-71.7% |
| Participant deferral / active EE | $2,388 | $4,685-49.0% | $3,881-38.5% | $6,713-64.4% |
| Admin fee / account holder | $1,796 | $4,247-57.7% | $3,070-41.5% | $11,407-84.3% |