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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 | $42,414 | $154,228-72.5% | $145,433-70.8% | $137,256-69.1% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 17.01% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,051 | $4,804-57.3% | $4,554-55.0% | $4,156-50.6% |
| Participant deferral / active EE | $3,987 | $8,216-51.5% | $7,897-49.5% | $6,407-37.8% |
| Admin fee / account holder | $4,456 | $14,344-68.9% | $13,129-66.1% | $12,270-63.7% |