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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 | $111,535-59.6% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.0%-32.9pp | 80.0%-37.9pp |
| Annual return | 18.91% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,258 | $3,939-42.7% | $3,689-38.8% | $4,156-45.7% |
| Participant deferral / active EE | $4,405 | $5,500-19.9% | $5,072-13.2% | $6,407-31.3% |
| Admin fee / account holder | $8,442 | $9,721-13.2% | $8,859-4.7% | $12,270-31.2% |