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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 | $58,177 | $165,381-64.8% | $149,730-61.1% | $158,966-63.4% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 28.12% | 348.29%-320.2pp | 276.70%-248.6pp | 302.95%-274.8pp |
| Employer contribution / active EE | $1,509 | $5,104-70.4% | $4,645-67.5% | $4,762-68.3% |
| Participant deferral / active EE | $2,957 | $7,182-58.8% | $6,843-56.8% | $5,983-50.6% |
| Admin fee / account holder | $5,464 | $10,809-49.5% | $9,310-41.3% | $11,250-51.4% |