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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 | $42,420 | $110,410-61.6% | $102,437-58.6% | $145,897-70.9% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 19.07% | 24.85%-5.8pp | 24.95%-5.9pp | 552.29%-533.2pp |
| Employer contribution / active EE | $4,428 | $4,217+5.0% | $3,871+14.4% | $4,663-5.0% |
| Participant deferral / active EE | $2,949 | $5,622-47.5% | $5,060-41.7% | $6,689-55.9% |
| Admin fee / account holder | $2,360 | $9,745-75.8% | $8,388-71.9% | $13,390-82.4% |