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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 | $42,130 | $213,785-80.3% | $185,441-77.3% | $155,188-72.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 18.16% | 19.97%-1.8pp | 20.16%-2.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,036 | $5,393-62.2% | $4,672-56.4% | $4,248-52.1% |
| Participant deferral / active EE | $4,431 | $6,864-35.4% | $6,152-28.0% | $6,531-32.2% |
| Admin fee / account holder | $509 | $21,134-97.6% | $17,890-97.2% | $14,480-96.5% |