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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 | $39,291 | $109,372-64.1% | $89,414-56.1% | $158,966-75.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 21.09% | 345.55%-324.5pp | 245.50%-224.4pp | 302.95%-281.9pp |
| Employer contribution / active EE | $1,844 | $3,171-41.8% | $2,586-28.7% | $4,762-61.3% |
| Participant deferral / active EE | $4,493 | $4,598-2.3% | $3,890+15.5% | $5,983-24.9% |
| Admin fee / account holder | $2,518 | $6,156-59.1% | $4,883-48.4% | $11,250-77.6% |