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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 | $44,363 | $165,399-73.2% | $149,745-70.4% | $158,982-72.1% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 21.58% | 348.34%-326.8pp | 276.72%-255.1pp | 302.99%-281.4pp |
| Employer contribution / active EE | $1,404 | $5,105-72.5% | $4,646-69.8% | $4,763-70.5% |
| Participant deferral / active EE | $7,302 | $7,183+1.7% | $6,843+6.7% | $5,983+22.0% |
| Admin fee / account holder | $2,180 | $10,811-79.8% | $9,312-76.6% | $11,252-80.6% |