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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 | $43,911 | $117,444-62.6% | $99,479-55.9% | $152,909-71.3% |
| Participation rate | 69.2% | 77.5%-8.3pp | 73.8%-4.6pp | 82.5%-13.2pp |
| Annual return | 18.70% | 31.87%-13.2pp | 30.72%-12.0pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,746 | $3,014-42.1% | $2,540-31.3% | $4,764-63.3% |
| Participant deferral / active EE | $3,962 | $4,086-3.1% | $3,619+9.5% | $5,851-32.3% |
| Admin fee / account holder | $1,929 | $7,635-74.7% | $6,253-69.1% | $11,601-83.4% |