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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 | $43,472 | $111,535-61.0% | $105,223-58.7% | $137,256-68.3% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 18.30% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,662 | $3,939-32.4% | $3,689-27.8% | $4,156-36.0% |
| Participant deferral / active EE | $3,387 | $5,500-38.4% | $5,072-33.2% | $6,407-47.1% |
| Admin fee / account holder | $2,104 | $9,721-78.4% | $8,859-76.3% | $12,270-82.9% |