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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 | $49,486 | $129,737-61.9% | $119,126-58.5% | $154,746-68.0% |
| Participation rate | 64.3% | 78.9%-14.6pp | 75.8%-11.5pp | 80.7%-16.4pp |
| Annual return | 17.01% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,219 | $4,375-72.1% | $4,034-69.8% | $4,379-72.2% |
| Participant deferral / active EE | $2,822 | $5,842-51.7% | $5,318-46.9% | $6,730-58.1% |
| Admin fee / account holder | $743 | $11,961-93.8% | $10,693-93.1% | $14,365-94.8% |