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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 | $185,312-78.1% | $161,489-74.8% | $154,746-73.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 27.58% | 103.84%-76.3pp | 89.72%-62.1pp | 172.34%-144.8pp |
| Employer contribution / active EE | $1,776 | $4,769-62.8% | $4,268-58.4% | $4,379-59.4% |
| Participant deferral / active EE | $4,800 | $6,350-24.4% | $5,630-14.7% | $6,730-28.7% |
| Admin fee / account holder | $2,096 | $18,654-88.8% | $16,006-86.9% | $14,365-85.4% |