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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 | $42,747 | $165,361-74.1% | $149,715-71.4% | $158,950-73.1% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 27.04% | 348.24%-321.2pp | 276.66%-249.6pp | 302.91%-275.9pp |
| Employer contribution / active EE | $5,567 | $5,103+9.1% | $4,645+19.9% | $4,762+16.9% |
| Participant deferral / active EE | $6,188 | $7,182-13.8% | $6,842-9.6% | $5,983+3.4% |
| Admin fee / account holder | $2,015 | $10,808-81.4% | $9,310-78.4% | $11,248-82.1% |