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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 | $44,816 | $102,938-56.5% | $94,105-52.4% | $138,895-67.7% |
| Participation rate | 44.4% | 74.6%-30.2pp | 71.9%-27.5pp | 79.9%-35.5pp |
| Annual return | 17.38% | 250.28%-232.9pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,089 | $2,732-60.1% | $2,504-56.5% | $4,194-74.0% |
| Participant deferral / active EE | $4,281 | $4,196+2.0% | $3,881+10.3% | $6,396-33.1% |
| Admin fee / account holder | $2,589 | $6,600-60.8% | $6,199-58.2% | $12,562-79.4% |