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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 | $63,959 | $72,071-11.3% | $68,368-6.4% | $137,256-53.4% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 15.70% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,198 | $2,788-57.0% | $2,649-54.8% | $4,156-71.2% |
| Participant deferral / active EE | $3,367 | $4,410-23.7% | $4,123-18.3% | $6,407-47.4% |
| Admin fee / account holder | $759 | $5,336-85.8% | $5,150-85.3% | $12,270-93.8% |