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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 | $97,125-59.6% | $86,233-54.4% | $137,256-71.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 20.61% | 74.19%-53.6pp | 61.39%-40.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,712 | $2,841-39.8% | $2,504-31.7% | $4,156-58.8% |
| Participant deferral / active EE | $5,635 | $5,180+8.8% | $4,559+23.6% | $6,407-12.0% |
| Admin fee / account holder | $1,993 | $9,725-79.5% | $8,342-76.1% | $12,270-83.8% |