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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 | $41,003 | $172,111-76.2% | $150,298-72.7% | $137,256-70.1% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 12.67% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,102 | $4,636-76.2% | $4,154-73.5% | $4,156-73.5% |
| Participant deferral / active EE | $2,127 | $6,166-65.5% | $5,453-61.0% | $6,407-66.8% |
| Admin fee / account holder | $3,088 | $16,471-81.2% | $14,116-78.1% | $12,270-74.8% |