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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 | $40,683 | $114,119-64.4% | $107,187-62.0% | $138,895-70.7% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 79.9%-15.2pp |
| Annual return | 18.14% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,180 | $4,059-46.3% | $3,782-42.4% | $4,194-48.0% |
| Participant deferral / active EE | $5,184 | $5,538-6.4% | $5,096+1.7% | $6,396-19.0% |
| Admin fee / account holder | $7,219 | $10,024-28.0% | $9,162-21.2% | $12,562-42.5% |