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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 | $43,424 | $172,111-74.8% | $150,298-71.1% | $137,256-68.4% |
| Participation rate | 43.5% | 81.7%-38.2pp | 77.8%-34.3pp | 80.0%-36.5pp |
| Annual return | 19.65% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,507 | $4,636-67.5% | $4,154-63.7% | $4,156-63.7% |
| Participant deferral / active EE | $3,160 | $6,166-48.7% | $5,453-42.0% | $6,407-50.7% |
| Admin fee / account holder | $6,652 | $16,471-59.6% | $14,116-52.9% | $12,270-45.8% |