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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 | $40,504 | $111,535-63.7% | $105,223-61.5% | $137,256-70.5% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 23.11% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,178 | $3,939-70.1% | $3,689-68.1% | $4,156-71.7% |
| Participant deferral / active EE | $4,922 | $5,500-10.5% | $5,072-3.0% | $6,407-23.2% |
| Admin fee / account holder | $1,580 | $9,721-83.7% | $8,859-82.2% | $12,270-87.1% |