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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 | $75,544 | $124,425-39.3% | $112,040-32.6% | $137,256-45.0% |
| Participation rate | 41.7% | 79.3%-37.6pp | 76.5%-34.8pp | 80.0%-38.3pp |
| Annual return | 16.84% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,140 | $3,411-37.3% | $2,954-27.5% | $4,156-48.5% |
| Participant deferral / active EE | $3,393 | $5,718-40.7% | $5,098-33.4% | $6,407-47.0% |
| Admin fee / account holder | $1,850 | $15,207-87.8% | $12,098-84.7% | $12,270-84.9% |