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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 | $37,524 | $111,535-66.4% | $105,223-64.3% | $137,256-72.7% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 21.96% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,510 | $3,939-61.7% | $3,689-59.1% | $4,156-63.7% |
| Participant deferral / active EE | $3,880 | $5,500-29.4% | $5,072-23.5% | $6,407-39.4% |
| Admin fee / account holder | $371 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |