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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 | $42,195 | $114,119-63.0% | $107,187-60.6% | $138,895-69.6% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 15.02% | 273.21%-258.2pp | 204.55%-189.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,215 | $4,059-70.1% | $3,782-67.9% | $4,194-71.0% |
| Participant deferral / active EE | $1,502 | $5,538-72.9% | $5,096-70.5% | $6,396-76.5% |
| Admin fee / account holder | $2,615 | $10,024-73.9% | $9,162-71.5% | $12,562-79.2% |