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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 | $62,822 | $109,908-42.8% | $97,161-35.3% | $145,978-57.0% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.8pp |
| Annual return | 12.05% | 243.80%-231.8pp | 75.36%-63.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $758 | $3,077-75.4% | $2,723-72.2% | $4,662-83.7% |
| Participant deferral / active EE | $1,624 | $4,679-65.3% | $4,265-61.9% | $6,690-75.7% |
| Admin fee / account holder | $3,033 | $6,213-51.2% | $5,647-46.3% | $13,400-77.4% |