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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 | $47,330 | $111,535-57.6% | $105,223-55.0% | $137,256-65.5% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 18.73% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,392 | $3,939-64.7% | $3,689-62.3% | $4,156-66.5% |
| Participant deferral / active EE | $5,055 | $5,500-8.1% | $5,072-0.3% | $6,407-21.1% |
| Admin fee / account holder | $399 | $9,721-95.9% | $8,859-95.5% | $12,270-96.7% |