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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 | $46,813 | $172,111-72.8% | $150,298-68.9% | $137,256-65.9% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 13.18% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,296 | $4,636-72.0% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $2,181 | $6,166-64.6% | $5,453-60.0% | $6,407-66.0% |
| Admin fee / account holder | $674 | $16,471-95.9% | $14,116-95.2% | $12,270-94.5% |