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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 | $40,636 | $114,119-64.4% | $107,187-62.1% | $138,895-70.7% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 16.37% | 273.21%-256.8pp | 204.55%-188.2pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,895 | $4,059-53.3% | $3,782-49.9% | $4,194-54.8% |
| Participant deferral / active EE | $3,108 | $5,538-43.9% | $5,096-39.0% | $6,396-51.4% |
| Admin fee / account holder | $4,716 | $10,024-53.0% | $9,162-48.5% | $12,562-62.5% |