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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 | $43,340 | $172,111-74.8% | $150,298-71.2% | $137,256-68.4% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 15.67% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,667 | $4,636-64.0% | $4,154-59.9% | $4,156-59.9% |
| Participant deferral / active EE | $4,394 | $6,166-28.7% | $5,453-19.4% | $6,407-31.4% |
| Admin fee / account holder | $1,493 | $16,471-90.9% | $14,116-89.4% | $12,270-87.8% |