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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 | $60,043 | $111,535-46.2% | $105,223-42.9% | $137,256-56.3% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 23.79% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.5pp |
| Employer contribution / active EE | $939 | $3,939-76.2% | $3,689-74.6% | $4,156-77.4% |
| Participant deferral / active EE | $2,639 | $5,500-52.0% | $5,072-48.0% | $6,407-58.8% |
| Admin fee / account holder | $1,949 | $9,721-80.0% | $8,859-78.0% | $12,270-84.1% |