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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 | $56,050 | $72,071-22.2% | $68,368-18.0% | $137,256-59.2% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 21.93% | 353.14%-331.2pp | 292.57%-270.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,539 | $2,788-44.8% | $2,649-41.9% | $4,156-63.0% |
| Participant deferral / active EE | $2,541 | $4,410-42.4% | $4,123-38.4% | $6,407-60.3% |
| Admin fee / account holder | $3,920 | $5,336-26.5% | $5,150-23.9% | $12,270-68.1% |