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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 | $43,854 | $114,119-61.6% | $107,187-59.1% | $138,895-68.4% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 79.9%-26.1pp |
| Annual return | 20.46% | 273.21%-252.7pp | 204.55%-184.1pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,700 | $4,059-58.1% | $3,782-55.0% | $4,194-59.5% |
| Participant deferral / active EE | $3,725 | $5,538-32.7% | $5,096-26.9% | $6,396-41.8% |
| Admin fee / account holder | $2,594 | $10,024-74.1% | $9,162-71.7% | $12,562-79.4% |