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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 | $41,762 | $154,228-72.9% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 17.94% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,468 | $4,804-48.6% | $4,554-45.8% | $4,156-40.6% |
| Participant deferral / active EE | $3,710 | $8,216-54.8% | $7,897-53.0% | $6,407-42.1% |
| Admin fee / account holder | $9,058 | $14,344-36.9% | $13,129-31.0% | $12,270-26.2% |