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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 | $43,558 | $162,821-73.2% | $133,978-67.5% | $158,982-72.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 12.94% | 41.95%-29.0pp | 45.10%-32.2pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,631 | $4,976-67.2% | $3,919-58.4% | $4,763-65.8% |
| Participant deferral / active EE | $3,244 | $5,910-45.1% | $5,047-35.7% | $5,983-45.8% |
| Admin fee / account holder | $3,964 | $11,742-66.2% | $8,930-55.6% | $11,252-64.8% |