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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 | $42,761 | $155,555-72.5% | $146,866-70.9% | $155,188-72.4% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.5%-44.0pp | 80.8%-42.3pp |
| Annual return | 15.46% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $815 | $4,647-82.5% | $4,425-81.6% | $4,248-80.8% |
| Participant deferral / active EE | $2,867 | $8,044-64.4% | $7,759-63.1% | $6,531-56.1% |
| Admin fee / account holder | $843 | $14,755-94.3% | $13,620-93.8% | $14,480-94.2% |