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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 | $45,934 | $174,379-73.7% | $152,093-69.8% | $138,895-66.9% |
| Participation rate | 56.3% | 81.6%-25.4pp | 77.8%-21.5pp | 79.9%-23.7pp |
| Annual return | 20.61% | 74.86%-54.2pp | 66.36%-45.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,335 | $4,652-71.3% | $4,175-68.0% | $4,194-68.2% |
| Participant deferral / active EE | $2,882 | $6,159-53.2% | $5,451-47.1% | $6,396-54.9% |
| Admin fee / account holder | $4,268 | $16,880-74.7% | $14,497-70.6% | $12,562-66.0% |