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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 | $46,659 | $175,231-73.4% | $149,696-68.8% | $139,466-66.5% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 14.39% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,208 | $5,478-77.9% | $4,821-74.9% | $4,754-74.6% |
| Participant deferral / active EE | $2,799 | $6,521-57.1% | $5,682-50.7% | $6,712-58.3% |
| Admin fee / account holder | $471 | $16,155-97.1% | $13,212-96.4% | $11,409-95.9% |