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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 | $46,988 | $114,119-58.8% | $107,187-56.2% | $138,895-66.2% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.0%-32.9pp | 79.9%-37.8pp |
| Annual return | 18.75% | 273.21%-254.5pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,088 | $4,059-73.2% | $3,782-71.2% | $4,194-74.1% |
| Participant deferral / active EE | $1,997 | $5,538-63.9% | $5,096-60.8% | $6,396-68.8% |
| Admin fee / account holder | $6,904 | $10,024-31.1% | $9,162-24.7% | $12,562-45.0% |