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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 | $49,624 | $172,111-71.2% | $150,298-67.0% | $137,256-63.8% |
| Participation rate | 42.1% | 81.7%-39.6pp | 77.8%-35.7pp | 80.0%-37.9pp |
| Annual return | 18.31% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,535 | $4,636-66.9% | $4,154-63.0% | $4,156-63.1% |
| Participant deferral / active EE | $2,233 | $6,166-63.8% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $1,776 | $16,471-89.2% | $14,116-87.4% | $12,270-85.5% |