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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 | $75,348 | $78,428-3.9% | $95,960-21.5% | $79,852-5.6% |
| Participation rate | 43.5% | 73.5%-30.0pp | 77.1%-33.6pp | 69.6%-26.2pp |
| Annual return | 19.35% | 19.37%0pp | 91.63%-72.3pp | 31.72%-12.4pp |
| Employer contribution / active EE | $1,152 | $1,945-40.8% | $2,541-54.7% | $2,471-53.4% |
| Participant deferral / active EE | $3,030 | $3,440-11.9% | $4,167-27.3% | $3,740-19.0% |
| Admin fee / account holder | $3,644 | $5,622-35.2% | $6,797-46.4% | $5,306-31.3% |