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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 | $46,927 | $172,111-72.7% | $150,298-68.8% | $137,256-65.8% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 38.85% | 69.37%-30.5pp | 62.79%-23.9pp | 220.34%-181.5pp |
| Employer contribution / active EE | $1,524 | $4,636-67.1% | $4,154-63.3% | $4,156-63.3% |
| Participant deferral / active EE | $3,964 | $6,166-35.7% | $5,453-27.3% | $6,407-38.1% |
| Admin fee / account holder | $3,838 | $16,471-76.7% | $14,116-72.8% | $12,270-68.7% |