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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 | $32,603 | $70,366-53.7% | $66,674-51.1% | $138,895-76.5% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.7%-32.8pp | 79.9%-39.0pp |
| Annual return | 25.87% | 386.41%-360.5pp | 321.24%-295.4pp | 145.39%-119.5pp |
| Employer contribution / active EE | $1,078 | $2,765-61.0% | $2,620-58.9% | $4,194-74.3% |
| Participant deferral / active EE | $1,601 | $4,374-63.4% | $4,084-60.8% | $6,396-75.0% |
| Admin fee / account holder | $645 | $5,262-87.8% | $5,098-87.4% | $12,562-94.9% |