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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 | $82,283 | $102,938-20.1% | $94,105-12.6% | $138,895-40.8% |
| Participation rate | 45.5% | 74.6%-29.2pp | 71.9%-26.5pp | 79.9%-34.5pp |
| Annual return | 44.25% | 250.28%-206.0pp | 204.55%-160.3pp | 145.39%-101.1pp |
| Employer contribution / active EE | $1,044 | $2,732-61.8% | $2,504-58.3% | $4,194-75.1% |
| Participant deferral / active EE | $1,938 | $4,196-53.8% | $3,881-50.1% | $6,396-69.7% |
| Admin fee / account holder | $375 | $6,600-94.3% | $6,199-94.0% | $12,562-97.0% |