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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 | $43,061 | $183,592-76.5% | $155,574-72.3% | $145,877-70.5% |
| Participation rate | 45.8% | 82.7%-36.9pp | 78.2%-32.4pp | 80.3%-34.5pp |
| Annual return | 14.80% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,417 | $5,317-73.3% | $4,676-69.7% | $4,663-69.6% |
| Participant deferral / active EE | $3,558 | $6,466-45.0% | $5,629-36.8% | $6,691-46.8% |
| Admin fee / account holder | $723 | $19,316-96.3% | $15,914-95.5% | $13,402-94.6% |