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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 | $43,775 | $183,516-76.1% | $155,534-71.9% | $145,884-70.0% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 12.77% | 61.43%-48.7pp | 64.92%-52.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,000 | $5,315-62.4% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $3,439 | $6,467-46.8% | $5,630-38.9% | $6,690-48.6% |
| Admin fee / account holder | $1,652 | $19,293-91.4% | $15,900-89.6% | $13,392-87.7% |