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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 | $41,247 | $181,062-77.2% | $158,223-73.9% | $155,188-73.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 20.97% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $2,086 | $4,565-54.3% | $4,109-49.2% | $4,248-50.9% |
| Participant deferral / active EE | $3,783 | $6,134-38.3% | $5,467-30.8% | $6,531-42.1% |
| Admin fee / account holder | $424 | $18,825-97.7% | $16,047-97.4% | $14,480-97.1% |