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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 | $80,274 | $110,410-27.3% | $102,437-21.6% | $145,897-45.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 20.95% | 24.85%-3.9pp | 24.95%-4.0pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,056 | $4,217-51.3% | $3,871-46.9% | $4,663-55.9% |
| Participant deferral / active EE | $2,144 | $5,622-61.9% | $5,060-57.6% | $6,689-68.0% |
| Admin fee / account holder | $1,768 | $9,745-81.9% | $8,388-78.9% | $13,390-86.8% |