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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 | $65,478 | $111,535-41.3% | $105,223-37.8% | $137,256-52.3% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 18.32% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $978 | $3,939-75.2% | $3,689-73.5% | $4,156-76.5% |
| Participant deferral / active EE | $4,566 | $5,500-17.0% | $5,072-10.0% | $6,407-28.7% |
| Admin fee / account holder | $331 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |