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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 | $38,823 | $135,956-71.4% | $123,894-68.7% | $273,972-85.8% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $954 | $5,170-81.5% | $4,617-79.3% | $4,869-80.4% |
| Participant deferral / active EE | $2,073 | $6,343-67.3% | $5,984-65.4% | $5,287-60.8% |
| Admin fee / account holder | $2,084 | $9,817-78.8% | $8,357-75.1% | $10,133-79.4% |