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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 | $47,661 | $69,118-31.0% | $53,647-11.2% | $138,895-65.7% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 21.53% | 248.26%-226.7pp | 358.33%-336.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $980 | $1,189-17.6% | $962+1.9% | $4,194-76.6% |
| Participant deferral / active EE | $3,060 | $2,274+34.6% | $1,813+68.7% | $6,396-52.2% |
| Admin fee / account holder | $872 | $2,724-68.0% | $2,460-64.6% | $12,562-93.1% |