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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 | $47,981 | $73,107-34.4% | $114,563-58.1% | $87,485-45.2% |
| Participation rate | 51.2% | 65.8%-14.6pp | 72.9%-21.7pp | 68.9%-17.7pp |
| Annual return | 19.47% | 19.47%0pp | 241.09%-221.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,882 | $1,8810% | $2,592-27.4% | $2,596-27.5% |
| Participant deferral / active EE | $3,116 | $3,144-0.9% | $4,142-24.8% | $4,274-27.1% |
| Admin fee / account holder | $517 | $5,770-91.0% | $7,623-93.2% | $7,775-93.4% |