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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 | $50,317 | $51,642-2.6% | $129,384-61.1% | $80,935-37.8% |
| Participation rate | 36.0% | 56.9%-20.9pp | 69.6%-33.6pp | 67.7%-31.7pp |
| Annual return | 20.83% | 20.78%0pp | 9461.77%-9440.9pp | 35.66%-14.8pp |
| Employer contribution / active EE | $907 | $1,583-42.7% | $4,153-78.2% | $2,757-67.1% |
| Participant deferral / active EE | $1,733 | $2,670-35.1% | $4,166-58.4% | $4,299-59.7% |
| Admin fee / account holder | $4,887 | $4,312+13.3% | $7,686-36.4% | $6,924-29.4% |