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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 | $40,671 | $172,111-76.4% | $150,298-72.9% | $137,256-70.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 27.58% | 69.37%-41.8pp | 62.79%-35.2pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,776 | $4,636-61.7% | $4,154-57.2% | $4,156-57.3% |
| Participant deferral / active EE | $4,800 | $6,166-22.2% | $5,453-12.0% | $6,407-25.1% |
| Admin fee / account holder | $2,096 | $16,471-87.3% | $14,116-85.2% | $12,270-82.9% |