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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 | $46,248 | $114,119-59.5% | $107,187-56.9% | $138,895-66.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 21.89% | 273.21%-251.3pp | 204.55%-182.7pp | 145.39%-123.5pp |
| Employer contribution / active EE | $3,134 | $4,059-22.8% | $3,782-17.1% | $4,194-25.3% |
| Participant deferral / active EE | $6,849 | $5,538+23.7% | $5,096+34.4% | $6,396+7.1% |
| Admin fee / account holder | $7,971 | $10,024-20.5% | $9,162-13.0% | $12,562-36.5% |