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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 | $199,109-73.4% | $173,730-69.5% | $154,746-65.8% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 16.88% | 20.02%-3.1pp | 19.96%-3.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,154 | $5,311-40.6% | $4,577-31.1% | $4,379-28.0% |
| Participant deferral / active EE | $3,276 | $7,113-53.9% | $6,326-48.2% | $6,730-51.3% |
| Admin fee / account holder | $4,237 | $20,916-79.7% | $17,523-75.8% | $14,365-70.5% |