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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 | $199,109-78.8% | $173,730-75.7% | $154,746-72.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 18.16% | 20.02%-1.9pp | 19.96%-1.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,036 | $5,311-61.7% | $4,577-55.5% | $4,379-53.5% |
| Participant deferral / active EE | $4,431 | $7,113-37.7% | $6,326-30.0% | $6,730-34.2% |
| Admin fee / account holder | $509 | $20,916-97.6% | $17,523-97.1% | $14,365-96.5% |