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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 | $43,192 | $165,361-73.9% | $149,715-71.2% | $158,950-72.8% |
| Participation rate | 47.8% | 84.6%-36.7pp | 82.5%-34.7pp | 82.0%-34.1pp |
| Annual return | 9.62% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $903 | $5,103-82.3% | $4,645-80.6% | $4,762-81.0% |
| Participant deferral / active EE | $3,404 | $7,182-52.6% | $6,842-50.3% | $5,983-43.1% |
| Admin fee / account holder | $2,847 | $10,808-73.7% | $9,310-69.4% | $11,248-74.7% |