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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 | $47,872 | $154,228-69.0% | $145,433-67.1% | $137,256-65.1% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,632 | $4,804-66.0% | $4,554-64.2% | $4,156-60.7% |
| Participant deferral / active EE | $4,242 | $8,216-48.4% | $7,897-46.3% | $6,407-33.8% |
| Admin fee / account holder | $1,140 | $14,344-92.1% | $13,129-91.3% | $12,270-90.7% |