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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 | $48,236 | $212,386-77.3% | $199,883-75.9% | $138,895-65.3% |
| Participation rate | 56.3% | 87.4%-31.1pp | 86.8%-30.5pp | 79.9%-23.7pp |
| Annual return | 18.44% | 47.75%-29.3pp | 43.81%-25.4pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,929 | $6,625-40.7% | $6,261-37.3% | $4,194-6.3% |
| Participant deferral / active EE | $6,070 | $9,617-36.9% | $9,138-33.6% | $6,396-5.1% |
| Admin fee / account holder | $6,157 | $18,233-66.2% | $17,268-64.3% | $12,562-51.0% |