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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 | $25,030 | $111,535-77.6% | $105,223-76.2% | $137,256-81.8% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.0%-22.7pp | 80.0%-27.6pp |
| Annual return | 19.37% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,013 | $3,939-74.3% | $3,689-72.5% | $4,156-75.6% |
| Participant deferral / active EE | $2,342 | $5,500-57.4% | $5,072-53.8% | $6,407-63.4% |
| Admin fee / account holder | $2,030 | $9,721-79.1% | $8,859-77.1% | $12,270-83.5% |