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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 | $114,119-57.6% | $107,187-54.9% | $138,895-65.2% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.8pp | 79.9%-38.7pp |
| Annual return | 21.28% | 273.21%-251.9pp | 204.55%-183.3pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,028 | $4,059-74.7% | $3,782-72.8% | $4,194-75.5% |
| Participant deferral / active EE | $2,309 | $5,538-58.3% | $5,096-54.7% | $6,396-63.9% |
| Admin fee / account holder | $1,037 | $10,024-89.7% | $9,162-88.7% | $12,562-91.7% |