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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 | $36,678 | $114,119-67.9% | $107,187-65.8% | $138,895-73.6% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 79.9%-49.9pp |
| Annual return | 22.33% | 273.21%-250.9pp | 204.55%-182.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,557 | $4,059-61.6% | $3,782-58.8% | $4,194-62.9% |
| Participant deferral / active EE | $3,005 | $5,538-45.7% | $5,096-41.0% | $6,396-53.0% |
| Admin fee / account holder | $1,382 | $10,024-86.2% | $9,162-84.9% | $12,562-89.0% |