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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 | $38,120 | $114,119-66.6% | $107,187-64.4% | $138,895-72.6% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 79.9%-16.8pp |
| Annual return | 18.13% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,593 | $4,059-60.7% | $3,782-57.9% | $4,194-62.0% |
| Participant deferral / active EE | $2,363 | $5,538-57.3% | $5,096-53.6% | $6,396-63.0% |
| Admin fee / account holder | $2,626 | $10,024-73.8% | $9,162-71.3% | $12,562-79.1% |