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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 | $48,351 | $111,535-56.6% | $105,223-54.0% | $137,256-64.8% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 21.28% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,028 | $3,939-73.9% | $3,689-72.1% | $4,156-75.3% |
| Participant deferral / active EE | $2,309 | $5,500-58.0% | $5,072-54.5% | $6,407-64.0% |
| Admin fee / account holder | $1,037 | $9,721-89.3% | $8,859-88.3% | $12,270-91.5% |