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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 | $46,156 | $51,638-10.6% | $68,368-32.5% | $82,448-44.0% |
| Participation rate | 36.4% | 63.6%-27.2pp | 73.8%-37.4pp | 68.1%-31.7pp |
| Annual return | 16.33% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $990 | $2,047-51.6% | $2,649-62.6% | $2,551-61.2% |
| Participant deferral / active EE | $2,643 | $2,914-9.3% | $4,123-35.9% | $4,139-36.2% |
| Admin fee / account holder | $912 | $4,643-80.4% | $5,150-82.3% | $7,234-87.4% |