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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 | $33,954 | $72,071-52.9% | $68,368-50.3% | $137,256-75.3% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 18.03% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,689 | $2,788-39.4% | $2,649-36.2% | $4,156-59.4% |
| Participant deferral / active EE | $3,472 | $4,410-21.3% | $4,123-15.8% | $6,407-45.8% |
| Admin fee / account holder | $2,095 | $5,336-60.7% | $5,150-59.3% | $12,270-82.9% |