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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 | $39,372 | $155,555-74.7% | $146,866-73.2% | $155,188-74.6% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.5%-35.8pp | 80.8%-34.1pp |
| Annual return | 16.00% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,020 | $4,647-78.1% | $4,425-77.0% | $4,248-76.0% |
| Participant deferral / active EE | $4,678 | $8,044-41.8% | $7,759-39.7% | $6,531-28.4% |
| Admin fee / account holder | $8,269 | $14,755-44.0% | $13,620-39.3% | $14,480-42.9% |