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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 | $43,701 | $111,535-60.8% | $105,223-58.5% | $137,256-68.2% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 80.0%-35.0pp |
| Annual return | 21.26% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,196 | $3,939-69.6% | $3,689-67.6% | $4,156-71.2% |
| Participant deferral / active EE | $4,887 | $5,500-11.1% | $5,072-3.6% | $6,407-23.7% |
| Admin fee / account holder | $712 | $9,721-92.7% | $8,859-92.0% | $12,270-94.2% |