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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 | $44,588 | $183,592-75.7% | $155,567-71.3% | $145,959-69.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 14.01% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,214 | $5,315-77.2% | $4,674-74.0% | $4,661-73.9% |
| Participant deferral / active EE | $2,029 | $6,464-68.6% | $5,628-64.0% | $6,689-69.7% |
| Admin fee / account holder | $353 | $19,318-98.2% | $15,916-97.8% | $13,398-97.4% |