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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 | $39,335 | $114,119-65.5% | $107,187-63.3% | $138,895-71.7% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 13.70% | 273.21%-259.5pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,007 | $4,059-75.2% | $3,782-73.4% | $4,194-76.0% |
| Participant deferral / active EE | $5,167 | $5,538-6.7% | $5,096+1.4% | $6,396-19.2% |
| Admin fee / account holder | $335 | $10,024-96.7% | $9,162-96.3% | $12,562-97.3% |