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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 | $42,850 | $154,228-72.2% | $145,433-70.5% | $137,256-68.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 18.86% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,354 | $4,804-71.8% | $4,554-70.3% | $4,156-67.4% |
| Participant deferral / active EE | $4,962 | $8,216-39.6% | $7,897-37.2% | $6,407-22.6% |
| Admin fee / account holder | $936 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |