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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 | $42,205 | $124,980-66.2% | $108,359-61.1% | $154,746-72.7% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 19.69% | 45.00%-25.3pp | 36.89%-17.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,475 | $2,851-48.2% | $2,399-38.5% | $4,379-66.3% |
| Participant deferral / active EE | $4,768 | $4,743+0.5% | $4,137+15.3% | $6,730-29.2% |
| Admin fee / account holder | $6,050 | $11,502-47.4% | $9,741-37.9% | $14,365-57.9% |