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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 | $156,398-73.3% | $147,318-71.7% | $138,895-69.9% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 17.94% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,468 | $4,853-49.1% | $4,593-46.3% | $4,194-41.2% |
| Participant deferral / active EE | $3,710 | $8,237-55.0% | $7,906-53.1% | $6,396-42.0% |
| Admin fee / account holder | $9,058 | $14,976-39.5% | $13,708-33.9% | $12,562-27.9% |