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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 | $44,321 | $154,228-71.3% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,794 | $4,804-41.8% | $4,554-38.7% | $4,156-32.8% |
| Participant deferral / active EE | $5,084 | $8,216-38.1% | $7,897-35.6% | $6,407-20.6% |
| Admin fee / account holder | $815 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |