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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 | $64,538 | $111,535-42.1% | $105,223-38.7% | $137,256-53.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 23.43% | 237.85%-214.4pp | 180.65%-157.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,871 | $3,939-52.5% | $3,689-49.3% | $4,156-55.0% |
| Participant deferral / active EE | $2,194 | $5,500-60.1% | $5,072-56.7% | $6,407-65.8% |
| Admin fee / account holder | $770 | $9,721-92.1% | $8,859-91.3% | $12,270-93.7% |