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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 | $38,023 | $111,535-65.9% | $105,223-63.9% | $137,256-72.3% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 80.0%-21.1pp |
| Annual return | 21.12% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,758 | $3,939-55.4% | $3,689-52.3% | $4,156-57.7% |
| Participant deferral / active EE | $3,352 | $5,500-39.1% | $5,072-33.9% | $6,407-47.7% |
| Admin fee / account holder | $491 | $9,721-95.0% | $8,859-94.5% | $12,270-96.0% |