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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 | $45,775 | $154,228-70.3% | $145,433-68.5% | $137,256-66.6% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,694 | $4,804-43.9% | $4,554-40.9% | $4,156-35.2% |
| Participant deferral / active EE | $4,462 | $8,216-45.7% | $7,897-43.5% | $6,407-30.3% |
| Admin fee / account holder | $11,441 | $14,344-20.2% | $13,129-12.9% | $12,270-6.8% |