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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 | $58,739 | $102,938-42.9% | $94,105-37.6% | $138,895-57.7% |
| Participation rate | 40.9% | 74.6%-33.7pp | 71.9%-31.0pp | 79.9%-39.0pp |
| Annual return | 17.01% | 250.28%-233.3pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $783 | $2,732-71.4% | $2,504-68.7% | $4,194-81.3% |
| Participant deferral / active EE | $1,201 | $4,196-71.4% | $3,881-69.0% | $6,396-81.2% |
| Admin fee / account holder | $4,218 | $6,600-36.1% | $6,199-32.0% | $12,562-66.4% |