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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 | $42,655 | $112,729-62.2% | $98,716-56.8% | $137,256-68.9% |
| Participation rate | 52.2% | 74.2%-22.1pp | 69.3%-17.1pp | 80.0%-27.8pp |
| Annual return | 31.84% | 38.48%-6.6pp | 31.81%0pp | 220.34%-188.5pp |
| Employer contribution / active EE | $2,272 | $2,725-16.6% | $2,279-0.3% | $4,156-45.3% |
| Participant deferral / active EE | $4,775 | $4,640+2.9% | $4,048+18.0% | $6,407-25.5% |
| Admin fee / account holder | $6,455 | $10,129-36.3% | $8,703-25.8% | $12,270-47.4% |