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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 | $40,665 | $111,535-63.5% | $105,223-61.4% | $137,256-70.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 22.26% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $839 | $3,939-78.7% | $3,689-77.3% | $4,156-79.8% |
| Participant deferral / active EE | $5,081 | $5,500-7.6% | $5,072+0.2% | $6,407-20.7% |
| Admin fee / account holder | $1,997 | $9,721-79.5% | $8,859-77.5% | $12,270-83.7% |