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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 | $45,021 | $114,119-60.5% | $107,187-58.0% | $138,895-67.6% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.0%-32.9pp | 79.9%-37.8pp |
| Annual return | 18.91% | 273.21%-254.3pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,258 | $4,059-44.4% | $3,782-40.3% | $4,194-46.2% |
| Participant deferral / active EE | $4,405 | $5,538-20.5% | $5,096-13.6% | $6,396-31.1% |
| Admin fee / account holder | $8,442 | $10,024-15.8% | $9,162-7.9% | $12,562-32.8% |