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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 | $41,936 | $165,361-74.6% | $149,715-72.0% | $158,950-73.6% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 15.49% | 348.24%-332.7pp | 276.66%-261.2pp | 302.91%-287.4pp |
| Employer contribution / active EE | $2,850 | $5,103-44.2% | $4,645-38.6% | $4,762-40.1% |
| Participant deferral / active EE | $4,802 | $7,182-33.1% | $6,842-29.8% | $5,983-19.7% |
| Admin fee / account holder | $3,063 | $10,808-71.7% | $9,310-67.1% | $11,248-72.8% |