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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 | $42,674 | $165,361-74.2% | $149,715-71.5% | $158,950-73.2% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 17.21% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $3,036 | $5,103-40.5% | $4,645-34.6% | $4,762-36.2% |
| Participant deferral / active EE | $8,531 | $7,182+18.8% | $6,842+24.7% | $5,983+42.6% |
| Admin fee / account holder | $13,386 | $10,808+23.8% | $9,310+43.8% | $11,248+19.0% |