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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 | $57,112 | $111,535-48.8% | $105,223-45.7% | $137,256-58.4% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 18.49% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,515 | $3,939-61.5% | $3,689-58.9% | $4,156-63.5% |
| Participant deferral / active EE | $3,807 | $5,500-30.8% | $5,072-24.9% | $6,407-40.6% |
| Admin fee / account holder | $352 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |