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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 | $185,312-76.6% | $161,489-73.1% | $154,746-71.9% |
| Participation rate | 43.5% | 82.5%-39.0pp | 78.7%-35.2pp | 80.7%-37.2pp |
| Annual return | 19.65% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,507 | $4,769-68.4% | $4,268-64.7% | $4,379-65.6% |
| Participant deferral / active EE | $3,160 | $6,350-50.2% | $5,630-43.9% | $6,730-53.0% |
| Admin fee / account holder | $6,652 | $18,654-64.3% | $16,006-58.4% | $14,365-53.7% |