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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 | $62,243 | $125,778-50.5% | $114,563-45.7% | $154,746-59.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 14.84% | 295.14%-280.3pp | 241.09%-226.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $908 | $2,806-67.6% | $2,592-65.0% | $4,379-79.3% |
| Participant deferral / active EE | $1,266 | $4,445-71.5% | $4,142-69.4% | $6,730-81.2% |
| Admin fee / account holder | $406 | $8,190-95.0% | $7,623-94.7% | $14,365-97.2% |