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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 | $63,763 | $114,119-44.1% | $107,187-40.5% | $138,895-54.1% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 79.9%-50.5pp |
| Annual return | 12.67% | 273.21%-260.5pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,022 | $4,059-74.8% | $3,782-73.0% | $4,194-75.6% |
| Participant deferral / active EE | $2,360 | $5,538-57.4% | $5,096-53.7% | $6,396-63.1% |
| Admin fee / account holder | $1,287 | $10,024-87.2% | $9,162-86.0% | $12,562-89.8% |