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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 | $49,790 | $155,555-68.0% | $146,866-66.1% | $155,188-67.9% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.5%-52.5pp | 80.8%-50.8pp |
| Annual return | 16.33% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,175 | $4,647-74.7% | $4,425-73.4% | $4,248-72.3% |
| Participant deferral / active EE | $4,274 | $8,044-46.9% | $7,759-44.9% | $6,531-34.6% |
| Admin fee / account holder | $3,828 | $14,755-74.1% | $13,620-71.9% | $14,480-73.6% |