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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 | $36,710 | $199,109-81.6% | $173,730-78.9% | $154,746-76.3% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.6%-23.1pp | 80.7%-24.2pp |
| Annual return | 40.45% | 20.02%+20.4pp | 19.96%+20.5pp | 172.34%-131.9pp |
| Employer contribution / active EE | $1,853 | $5,311-65.1% | $4,577-59.5% | $4,379-57.7% |
| Participant deferral / active EE | $4,555 | $7,113-36.0% | $6,326-28.0% | $6,730-32.3% |
| Admin fee / account holder | $332 | $20,916-98.4% | $17,523-98.1% | $14,365-97.7% |