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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 | $43,450 | $172,111-74.8% | $150,298-71.1% | $137,256-68.3% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 16.62% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,402 | $4,636-69.8% | $4,154-66.3% | $4,156-66.3% |
| Participant deferral / active EE | $2,183 | $6,166-64.6% | $5,453-60.0% | $6,407-65.9% |
| Admin fee / account holder | $2,265 | $16,471-86.2% | $14,116-84.0% | $12,270-81.5% |