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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 | $41,722 | $115,225-63.8% | $100,712-58.6% | $138,895-70.0% |
| Participation rate | 47.8% | 74.3%-26.5pp | 69.3%-21.4pp | 79.9%-32.1pp |
| Annual return | 19.99% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,670 | $2,771-39.7% | $2,313-27.8% | $4,194-60.2% |
| Participant deferral / active EE | $3,211 | $4,699-31.7% | $4,085-21.4% | $6,396-49.8% |
| Admin fee / account holder | $1,886 | $10,844-82.6% | $9,256-79.6% | $12,562-85.0% |