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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 | $40,414 | $154,228-73.8% | $145,433-72.2% | $137,256-70.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.69% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,062 | $4,804-77.9% | $4,554-76.7% | $4,156-74.4% |
| Participant deferral / active EE | $2,830 | $8,216-65.6% | $7,897-64.2% | $6,407-55.8% |
| Admin fee / account holder | $2,572 | $14,344-82.1% | $13,129-80.4% | $12,270-79.0% |