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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 | $43,473 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.06% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $914 | $4,804-81.0% | $4,554-79.9% | $4,156-78.0% |
| Participant deferral / active EE | $4,431 | $8,216-46.1% | $7,897-43.9% | $6,407-30.8% |
| Admin fee / account holder | $1,602 | $14,344-88.8% | $13,129-87.8% | $12,270-86.9% |