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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 | $46,596 | $111,535-58.2% | $105,223-55.7% | $137,256-66.1% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 17.83% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,437 | $3,939-63.5% | $3,689-61.0% | $4,156-65.4% |
| Participant deferral / active EE | $2,824 | $5,500-48.7% | $5,072-44.3% | $6,407-55.9% |
| Admin fee / account holder | $2,338 | $9,721-75.9% | $8,859-73.6% | $12,270-80.9% |