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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 | $44,588 | $70,684-36.9% | $169,390-73.7% | $75,173-40.7% |
| Participation rate | 34.5% | 64.8%-30.3pp | 77.2%-42.7pp | 67.2%-32.7pp |
| Annual return | 20.31% | 36.38%-16.1pp | 406.07%-385.8pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,216 | $2,211-45.0% | $4,013-69.7% | $2,671-54.5% |
| Participant deferral / active EE | $4,085 | $4,310-5.2% | $6,222-34.3% | $4,126-1.0% |
| Admin fee / account holder | $2,750 | $5,404-49.1% | $9,015-69.5% | $5,651-51.3% |