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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 | $43,311 | $111,535-61.2% | $105,223-58.8% | $137,256-68.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 13.54% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $969 | $3,939-75.4% | $3,689-73.7% | $4,156-76.7% |
| Participant deferral / active EE | $2,435 | $5,500-55.7% | $5,072-52.0% | $6,407-62.0% |
| Admin fee / account holder | $734 | $9,721-92.5% | $8,859-91.7% | $12,270-94.0% |