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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 | $72,329 | $111,535-35.2% | $105,223-31.3% | $137,256-47.3% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 19.34% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,265 | $3,939-67.9% | $3,689-65.7% | $4,156-69.6% |
| Participant deferral / active EE | $4,443 | $5,500-19.2% | $5,072-12.4% | $6,407-30.6% |
| Admin fee / account holder | $1,543 | $9,721-84.1% | $8,859-82.6% | $12,270-87.4% |