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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 | $48,753 | $77,449-37.1% | $69,483-29.8% | $152,909-68.1% |
| Participation rate | 65.0% | 78.1%-13.1pp | 74.6%-9.6pp | 82.5%-17.5pp |
| Annual return | 21.90% | 39.09%-17.2pp | 28.99%-7.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,052 | $3,316-68.3% | $2,780-62.2% | $4,764-77.9% |
| Participant deferral / active EE | $4,169 | $4,415-5.6% | $3,537+17.9% | $5,851-28.8% |
| Admin fee / account holder | $622 | $6,210-90.0% | $3,841-83.8% | $11,601-94.6% |