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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 | $53,374 | $165,399-67.7% | $149,745-64.4% | $158,982-66.4% |
| Participation rate | 60.9% | 84.6%-23.7pp | 82.5%-21.6pp | 82.0%-21.1pp |
| Annual return | 19.31% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,286 | $5,105-74.8% | $4,646-72.3% | $4,763-73.0% |
| Participant deferral / active EE | $4,165 | $7,183-42.0% | $6,843-39.1% | $5,983-30.4% |
| Admin fee / account holder | $616 | $10,811-94.3% | $9,312-93.4% | $11,252-94.5% |