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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 | $47,480 | $111,535-57.4% | $105,223-54.9% | $137,256-65.4% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 24.50% | 237.85%-213.4pp | 180.65%-156.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $944 | $3,939-76.0% | $3,689-74.4% | $4,156-77.3% |
| Participant deferral / active EE | $5,202 | $5,500-5.4% | $5,072+2.6% | $6,407-18.8% |
| Admin fee / account holder | $2,095 | $9,721-78.4% | $8,859-76.3% | $12,270-82.9% |