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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 | $45,241 | $78,428-42.3% | $95,960-52.9% | $79,852-43.3% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 18.50% | 19.37%-0.9pp | 91.63%-73.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,728 | $1,945-11.2% | $2,541-32.0% | $2,471-30.1% |
| Participant deferral / active EE | $3,473 | $3,440+1.0% | $4,167-16.6% | $3,740-7.1% |
| Admin fee / account holder | $3,401 | $5,622-39.5% | $6,797-50.0% | $5,306-35.9% |