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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 | $46,191 | $102,938-55.1% | $94,105-50.9% | $138,895-66.7% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 19.17% | 250.28%-231.1pp | 204.55%-185.4pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,007 | $2,732-63.1% | $2,504-59.8% | $4,194-76.0% |
| Participant deferral / active EE | $1,172 | $4,196-72.1% | $3,881-69.8% | $6,396-81.7% |
| Admin fee / account holder | $307 | $6,600-95.3% | $6,199-95.0% | $12,562-97.6% |