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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 | $57,825 | $172,111-66.4% | $150,298-61.5% | $137,256-57.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.41% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,001 | $4,636-78.4% | $4,154-75.9% | $4,156-75.9% |
| Participant deferral / active EE | $4,874 | $6,166-20.9% | $5,453-10.6% | $6,407-23.9% |
| Admin fee / account holder | $2,263 | $16,471-86.3% | $14,116-84.0% | $12,270-81.6% |