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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 | $47,355 | $165,381-71.4% | $149,730-68.4% | $158,966-70.2% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 19.68% | 348.29%-328.6pp | 276.70%-257.0pp | 302.95%-283.3pp |
| Employer contribution / active EE | $3,715 | $5,104-27.2% | $4,645-20.0% | $4,762-22.0% |
| Participant deferral / active EE | $7,071 | $7,182-1.6% | $6,843+3.3% | $5,983+18.2% |
| Admin fee / account holder | $813 | $10,809-92.5% | $9,310-91.3% | $11,250-92.8% |