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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 | $42,588 | $78,707-45.9% | $117,861-63.9% | $70,126-39.3% |
| Participation rate | 54.7% | 73.2%-18.5pp | 79.7%-25.0pp | 69.5%-14.9pp |
| Annual return | 16.69% | 23.30%-6.6pp | 335.11%-318.4pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,617 | $2,223-27.3% | $3,786-57.3% | $2,343-31.0% |
| Participant deferral / active EE | $4,020 | $3,297+21.9% | $4,482-10.3% | $3,332+20.7% |
| Admin fee / account holder | $3,398 | $5,066-32.9% | $8,021-57.6% | $4,645-26.9% |