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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 | $33,823 | $114,119-70.4% | $107,187-68.4% | $138,895-75.6% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 15.28% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,052 | $4,059-49.4% | $3,782-45.7% | $4,194-51.1% |
| Participant deferral / active EE | $4,842 | $5,538-12.6% | $5,096-5.0% | $6,396-24.3% |
| Admin fee / account holder | $2,144 | $10,024-78.6% | $9,162-76.6% | $12,562-82.9% |