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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 | $40,235 | $154,228-73.9% | $145,433-72.3% | $137,256-70.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 14.50% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,819 | $4,804-41.3% | $4,554-38.1% | $4,156-32.2% |
| Participant deferral / active EE | $6,359 | $8,216-22.6% | $7,897-19.5% | $6,407-0.8% |
| Admin fee / account holder | $9,690 | $14,344-32.4% | $13,129-26.2% | $12,270-21.0% |