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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 | $42,567 | $111,535-61.8% | $105,223-59.5% | $137,256-69.0% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 12.88% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $971 | $3,939-75.4% | $3,689-73.7% | $4,156-76.6% |
| Participant deferral / active EE | $2,108 | $5,500-61.7% | $5,072-58.4% | $6,407-67.1% |
| Admin fee / account holder | $40,612 | $9,721+317.8% | $8,859+358.4% | $12,270+231.0% |