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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 | $46,370 | $111,535-58.4% | $105,223-55.9% | $137,256-66.2% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 17.71% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $906 | $3,939-77.0% | $3,689-75.4% | $4,156-78.2% |
| Participant deferral / active EE | $2,246 | $5,500-59.2% | $5,072-55.7% | $6,407-64.9% |
| Admin fee / account holder | $712 | $9,721-92.7% | $8,859-92.0% | $12,270-94.2% |