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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 | $43,784 | $180,028-75.7% | $138,135-68.3% | $158,966-72.5% |
| Participation rate | 69.2% | 82.2%-13.0pp | 78.7%-9.5pp | 82.0%-12.7pp |
| Annual return | 17.02% | 21.68%-4.7pp | 20.51%-3.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $2,549 | $7,470-65.9% | $5,587-54.4% | $4,762-46.5% |
| Participant deferral / active EE | $3,330 | $7,717-56.9% | $6,431-48.2% | $5,983-44.3% |
| Admin fee / account holder | $3,463 | $17,912-80.7% | $11,856-70.8% | $11,250-69.2% |