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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 | $47,149 | $111,535-57.7% | $105,223-55.2% | $137,256-65.6% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 14.12% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,127 | $3,939-71.4% | $3,689-69.5% | $4,156-72.9% |
| Participant deferral / active EE | $1,493 | $5,500-72.9% | $5,072-70.6% | $6,407-76.7% |
| Admin fee / account holder | $609 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |