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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 | $111,535-55.6% | $105,223-53.0% | $137,256-63.9% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.8pp | 80.0%-15.7pp |
| Annual return | 17.01% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,219 | $3,939-69.1% | $3,689-67.0% | $4,156-70.7% |
| Participant deferral / active EE | $2,822 | $5,500-48.7% | $5,072-44.4% | $6,407-56.0% |
| Admin fee / account holder | $743 | $9,721-92.4% | $8,859-91.6% | $12,270-93.9% |