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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 | $42,323 | $185,312-77.2% | $161,489-73.8% | $154,746-72.6% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 21.91% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,390 | $4,769-70.9% | $4,268-67.4% | $4,379-68.3% |
| Participant deferral / active EE | $5,465 | $6,350-13.9% | $5,630-2.9% | $6,730-18.8% |
| Admin fee / account holder | $2,849 | $18,654-84.7% | $16,006-82.2% | $14,365-80.2% |