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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 | $43,260 | $72,071-40.0% | $68,368-36.7% | $137,256-68.5% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 18.04% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,840 | $2,788-34.0% | $2,649-30.5% | $4,156-55.7% |
| Participant deferral / active EE | $2,438 | $4,410-44.7% | $4,123-40.9% | $6,407-61.9% |
| Admin fee / account holder | $4,042 | $5,336-24.2% | $5,150-21.5% | $12,270-67.1% |