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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 | $48,470 | $178,174-72.8% | $156,181-69.0% | $137,256-64.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 18.07% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,527 | $4,972-69.3% | $4,294-64.4% | $4,156-63.3% |
| Participant deferral / active EE | $4,060 | $6,888-41.1% | $6,132-33.8% | $6,407-36.6% |
| Admin fee / account holder | $3,125 | $17,404-82.0% | $14,586-78.6% | $12,270-74.5% |