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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 | $48,117 | $125,778-61.7% | $114,563-58.0% | $154,746-68.9% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 17.20% | 295.14%-277.9pp | 241.09%-223.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $911 | $2,806-67.5% | $2,592-64.9% | $4,379-79.2% |
| Participant deferral / active EE | $2,457 | $4,445-44.7% | $4,142-40.7% | $6,730-63.5% |
| Admin fee / account holder | $685 | $8,190-91.6% | $7,623-91.0% | $14,365-95.2% |