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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 | $79,661 | $115,225-30.9% | $100,712-20.9% | $138,895-42.6% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 20.21% | 40.35%-20.1pp | 33.27%-13.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,568 | $2,771-43.4% | $2,313-32.2% | $4,194-62.6% |
| Participant deferral / active EE | $2,676 | $4,699-43.1% | $4,085-34.5% | $6,396-58.2% |
| Admin fee / account holder | $539 | $10,844-95.0% | $9,256-94.2% | $12,562-95.7% |