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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 | $62,131 | $114,013-45.5% | $103,693-40.1% | $155,188-60.0% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.5pp | 80.8%-39.6pp |
| Annual return | 19.09% | 49.31%-30.2pp | 47.61%-28.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $2,364 | $3,131-24.5% | $2,920-19.1% | $4,248-44.4% |
| Participant deferral / active EE | $3,093 | $4,970-37.8% | $4,579-32.5% | $6,531-52.6% |
| Admin fee / account holder | $575 | $8,407-93.2% | $7,858-92.7% | $14,480-96.0% |