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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 | $41,161 | $114,119-63.9% | $107,187-61.6% | $138,895-70.4% |
| Participation rate | 45.8% | 78.1%-32.2pp | 75.0%-29.2pp | 79.9%-34.1pp |
| Annual return | 18.85% | 273.21%-254.4pp | 204.55%-185.7pp | 145.39%-126.5pp |
| Employer contribution / active EE | $883 | $4,059-78.2% | $3,782-76.7% | $4,194-78.9% |
| Participant deferral / active EE | $1,558 | $5,538-71.9% | $5,096-69.4% | $6,396-75.6% |
| Admin fee / account holder | $1,251 | $10,024-87.5% | $9,162-86.3% | $12,562-90.0% |