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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 | $51,636 | $115,225-55.2% | $100,712-48.7% | $138,895-62.8% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 19.33% | 40.35%-21.0pp | 33.27%-13.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,734 | $2,771-37.4% | $2,313-25.0% | $4,194-58.7% |
| Participant deferral / active EE | $3,906 | $4,699-16.9% | $4,085-4.4% | $6,396-38.9% |
| Admin fee / account holder | $879 | $10,844-91.9% | $9,256-90.5% | $12,562-93.0% |