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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 | $52,931 | $213,785-75.2% | $185,441-71.5% | $155,188-65.9% |
| Participation rate | 42.9% | 83.2%-40.4pp | 80.3%-37.4pp | 80.8%-37.9pp |
| Annual return | 16.88% | 19.97%-3.1pp | 20.16%-3.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,154 | $5,393-41.5% | $4,672-32.5% | $4,248-25.7% |
| Participant deferral / active EE | $3,276 | $6,864-52.3% | $6,152-46.7% | $6,531-49.8% |
| Admin fee / account holder | $4,237 | $21,134-80.0% | $17,890-76.3% | $14,480-70.7% |