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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 | $34,724 | $114,119-69.6% | $107,187-67.6% | $138,895-75.0% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 79.9%-32.9pp |
| Annual return | 17.44% | 273.21%-255.8pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,374 | $4,059-66.2% | $3,782-63.7% | $4,194-67.3% |
| Participant deferral / active EE | $2,977 | $5,538-46.2% | $5,096-41.6% | $6,396-53.5% |
| Admin fee / account holder | $1,011 | $10,024-89.9% | $9,162-89.0% | $12,562-92.0% |