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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 | $26,684 | $111,535-76.1% | $105,223-74.6% | $137,256-80.6% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 17.34% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,128 | $3,939-71.4% | $3,689-69.4% | $4,156-72.9% |
| Participant deferral / active EE | $4,121 | $5,500-25.1% | $5,072-18.8% | $6,407-35.7% |
| Admin fee / account holder | $2,618 | $9,721-73.1% | $8,859-70.4% | $12,270-78.7% |