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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 | $28,322 | $125,778-77.5% | $114,563-75.3% | $154,746-81.7% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.9%-31.7pp | 80.7%-39.5pp |
| Annual return | 12.03% | 295.14%-283.1pp | 241.09%-229.1pp | 172.34%-160.3pp |
| Employer contribution / active EE | $493 | $2,806-82.4% | $2,592-81.0% | $4,379-88.7% |
| Participant deferral / active EE | $816 | $4,445-81.6% | $4,142-80.3% | $6,730-87.9% |
| Admin fee / account holder | $1,916 | $8,190-76.6% | $7,623-74.9% | $14,365-86.7% |