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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 | $39,285 | $99,053-60.3% | $88,179-55.4% | $138,895-71.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.1%-24.7pp | 79.9%-35.5pp |
| Annual return | 20.61% | 78.17%-57.6pp | 64.97%-44.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,712 | $2,882-40.6% | $2,549-32.9% | $4,194-59.2% |
| Participant deferral / active EE | $5,635 | $5,225+7.8% | $4,614+22.1% | $6,396-11.9% |
| Admin fee / account holder | $1,993 | $8,748-77.2% | $7,673-74.0% | $12,562-84.1% |