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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 | $41,858 | $154,228-72.9% | $145,433-71.2% | $137,256-69.5% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.1%-21.2pp | 80.0%-19.1pp |
| Annual return | 20.13% | 74.59%-54.5pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,828 | $4,804-61.9% | $4,554-59.9% | $4,156-56.0% |
| Participant deferral / active EE | $6,097 | $8,216-25.8% | $7,897-22.8% | $6,407-4.8% |
| Admin fee / account holder | $5,117 | $14,344-64.3% | $13,129-61.0% | $12,270-58.3% |