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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 | $61,423 | $165,399-62.9% | $149,745-59.0% | $158,982-61.4% |
| Participation rate | 38.9% | 84.6%-45.7pp | 82.5%-43.6pp | 82.0%-43.1pp |
| Annual return | 12.14% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,141 | $5,105-77.7% | $4,646-75.5% | $4,763-76.1% |
| Participant deferral / active EE | $2,558 | $7,183-64.4% | $6,843-62.6% | $5,983-57.2% |
| Admin fee / account holder | $3,745 | $10,811-65.4% | $9,312-59.8% | $11,252-66.7% |