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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 | $39,443 | $165,361-76.1% | $149,715-73.7% | $158,950-75.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.85% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $2,025 | $5,103-60.3% | $4,645-56.4% | $4,762-57.5% |
| Participant deferral / active EE | $3,039 | $7,182-57.7% | $6,842-55.6% | $5,983-49.2% |
| Admin fee / account holder | $422 | $10,808-96.1% | $9,310-95.5% | $11,248-96.2% |