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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 | $45,915 | $58,241-21.2% | $81,780-43.9% | $80,911-43.3% |
| Participation rate | 27.3% | 63.4%-36.2pp | 72.4%-45.1pp | 67.6%-40.4pp |
| Annual return | 18.06% | 41.73%-23.7pp | 776.27%-758.2pp | 35.63%-17.6pp |
| Employer contribution / active EE | $1,756 | $2,343-25.1% | $2,914-39.7% | $2,756-36.3% |
| Participant deferral / active EE | $3,162 | $3,283-3.7% | $4,321-26.8% | $4,297-26.4% |
| Admin fee / account holder | $945 | $4,973-81.0% | $7,384-87.2% | $6,935-86.4% |