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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 | $40,584 | $117,895-65.6% | $102,460-60.4% | $145,897-72.2% |
| Participation rate | 36.8% | 78.6%-41.8pp | 76.5%-39.7pp | 80.3%-43.5pp |
| Annual return | 28.98% | 31.92%-2.9pp | 29.47%-0.5pp | 552.29%-523.3pp |
| Employer contribution / active EE | $933 | $3,619-74.2% | $3,025-69.2% | $4,663-80.0% |
| Participant deferral / active EE | $3,076 | $5,736-46.4% | $5,056-39.2% | $6,689-54.0% |
| Admin fee / account holder | $2,785 | $13,353-79.1% | $9,460-70.6% | $13,390-79.2% |