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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 | $45,458 | $114,119-60.2% | $107,187-57.6% | $138,895-67.3% |
| Participation rate | 47.8% | 78.1%-30.2pp | 75.0%-27.2pp | 79.9%-32.1pp |
| Annual return | 17.12% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,344 | $4,059-66.9% | $3,782-64.5% | $4,194-67.9% |
| Participant deferral / active EE | $3,326 | $5,538-39.9% | $5,096-34.7% | $6,396-48.0% |
| Admin fee / account holder | $759 | $10,024-92.4% | $9,162-91.7% | $12,562-94.0% |