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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 | $37,450 | $172,111-78.2% | $150,298-75.1% | $137,256-72.7% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 42.07% | 69.37%-27.3pp | 62.79%-20.7pp | 220.34%-178.3pp |
| Employer contribution / active EE | $1,274 | $4,636-72.5% | $4,154-69.3% | $4,156-69.3% |
| Participant deferral / active EE | $6,077 | $6,166-1.4% | $5,453+11.4% | $6,407-5.2% |
| Admin fee / account holder | $1,422 | $16,471-91.4% | $14,116-89.9% | $12,270-88.4% |