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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 | $114,119-59.4% | $107,187-56.7% | $138,895-66.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 17.71% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $906 | $4,059-77.7% | $3,782-76.0% | $4,194-78.4% |
| Participant deferral / active EE | $2,246 | $5,538-59.4% | $5,096-55.9% | $6,396-64.9% |
| Admin fee / account holder | $712 | $10,024-92.9% | $9,162-92.2% | $12,562-94.3% |