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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 | $50,438 | $111,535-54.8% | $105,223-52.1% | $137,256-63.3% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 17.34% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,090 | $3,939-72.3% | $3,689-70.4% | $4,156-73.8% |
| Participant deferral / active EE | $2,253 | $5,500-59.0% | $5,072-55.6% | $6,407-64.8% |
| Admin fee / account holder | $1,062 | $9,721-89.1% | $8,859-88.0% | $12,270-91.3% |