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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 | $46,647 | $135,956-65.7% | $123,894-62.3% | $273,972-83.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 12.75% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $1,700 | $5,170-67.1% | $4,617-63.2% | $4,869-65.1% |
| Participant deferral / active EE | $3,568 | $6,343-43.7% | $5,984-40.4% | $5,287-32.5% |
| Admin fee / account holder | $406 | $9,817-95.9% | $8,357-95.1% | $10,133-96.0% |