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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 | $46,554 | $110,410-57.8% | $102,437-54.6% | $145,897-68.1% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.5%-33.6pp | 80.3%-39.4pp |
| Annual return | 19.80% | 24.85%-5.1pp | 24.95%-5.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,947 | $4,217-53.8% | $3,871-49.7% | $4,663-58.2% |
| Participant deferral / active EE | $3,536 | $5,622-37.1% | $5,060-30.1% | $6,689-47.1% |
| Admin fee / account holder | $4,044 | $9,745-58.5% | $8,388-51.8% | $13,390-69.8% |