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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 | $43,918 | $48,053-8.6% | $84,628-48.1% | $72,975-39.8% |
| Participation rate | 69.0% | 57.6%+11.4pp | 68.2%+0.7pp | 69.5%-0.5pp |
| Annual return | 21.03% | 37.39%-16.4pp | 258.80%-237.8pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,412 | $1,602-11.9% | $2,653-46.8% | $2,440-42.1% |
| Participant deferral / active EE | $1,806 | $2,681-32.6% | $3,900-53.7% | $3,608-49.9% |
| Admin fee / account holder | $1,176 | $3,395-65.4% | $4,914-76.1% | $5,124-77.1% |