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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 | $48,683 | $154,228-68.4% | $145,433-66.5% | $137,256-64.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 21.45% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,308 | $4,804-52.0% | $4,554-49.3% | $4,156-44.5% |
| Participant deferral / active EE | $3,861 | $8,216-53.0% | $7,897-51.1% | $6,407-39.7% |
| Admin fee / account holder | $740 | $14,344-94.8% | $13,129-94.4% | $12,270-94.0% |