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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 | $79,190 | $111,535-29.0% | $105,223-24.7% | $137,256-42.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 17.79% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,663 | $3,939-57.8% | $3,689-54.9% | $4,156-60.0% |
| Participant deferral / active EE | $4,612 | $5,500-16.1% | $5,072-9.1% | $6,407-28.0% |
| Admin fee / account holder | $978 | $9,721-89.9% | $8,859-89.0% | $12,270-92.0% |