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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 | $40,758 | $178,174-77.1% | $156,181-73.9% | $137,256-70.3% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.8%-25.0pp | 80.0%-26.1pp |
| Annual return | 18.92% | 84.19%-65.3pp | 64.87%-46.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,286 | $4,972-74.1% | $4,294-70.0% | $4,156-69.0% |
| Participant deferral / active EE | $4,659 | $6,888-32.4% | $6,132-24.0% | $6,407-27.3% |
| Admin fee / account holder | $1,141 | $17,404-93.4% | $14,586-92.2% | $12,270-90.7% |