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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 | $60,257 | $124,314-51.5% | $109,163-44.8% | $167,518-64.0% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 16.05% | 26.04%-10.0pp | 25.75%-9.7pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,367 | $4,209-67.5% | $3,723-63.3% | $4,838-71.8% |
| Participant deferral / active EE | $3,369 | $5,256-35.9% | $4,654-27.6% | $6,342-46.9% |
| Admin fee / account holder | $369 | $7,973-95.4% | $6,754-94.5% | $12,312-97.0% |