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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 | $47,929 | $202,440-76.3% | $169,390-71.7% | $139,466-65.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 18.86% | 532.36%-513.5pp | 406.07%-387.2pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,555 | $4,693-66.9% | $4,013-61.2% | $4,754-67.3% |
| Participant deferral / active EE | $8,018 | $6,940+15.5% | $6,222+28.9% | $6,712+19.5% |
| Admin fee / account holder | $9,717 | $10,722-9.4% | $9,015+7.8% | $11,409-14.8% |