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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 | $40,577 | $142,354-71.5% | $125,529-67.7% | $155,188-73.9% |
| Participation rate | 54.2% | 78.1%-23.9pp | 74.7%-20.6pp | 80.8%-26.6pp |
| Annual return | 16.19% | 306.06%-289.9pp | 202.56%-186.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,565 | $3,501-55.3% | $3,058-48.8% | $4,248-63.2% |
| Participant deferral / active EE | $3,047 | $5,491-44.5% | $4,813-36.7% | $6,531-53.3% |
| Admin fee / account holder | $566 | $19,392-97.1% | $16,298-96.5% | $14,480-96.1% |