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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 | $54,984 | $185,312-70.3% | $161,489-66.0% | $154,746-64.5% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 22.88% | 103.84%-81.0pp | 89.72%-66.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,755 | $4,769-63.2% | $4,268-58.9% | $4,379-59.9% |
| Participant deferral / active EE | $3,429 | $6,350-46.0% | $5,630-39.1% | $6,730-49.0% |
| Admin fee / account holder | $316 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |