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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 | $45,035 | $154,228-70.8% | $145,433-69.0% | $137,256-67.2% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,603 | $4,804-66.6% | $4,554-64.8% | $4,156-61.4% |
| Participant deferral / active EE | $2,841 | $8,216-65.4% | $7,897-64.0% | $6,407-55.7% |
| Admin fee / account holder | $4,600 | $14,344-67.9% | $13,129-65.0% | $12,270-62.5% |