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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 | $38,370 | $109,372-64.9% | $89,414-57.1% | $158,966-75.9% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.0%-29.9pp | 82.0%-43.9pp |
| Annual return | 19.86% | 345.55%-325.7pp | 245.50%-225.6pp | 302.95%-283.1pp |
| Employer contribution / active EE | $707 | $3,171-77.7% | $2,586-72.7% | $4,762-85.2% |
| Participant deferral / active EE | $2,871 | $4,598-37.6% | $3,890-26.2% | $5,983-52.0% |
| Admin fee / account holder | $895 | $6,156-85.5% | $4,883-81.7% | $11,250-92.0% |