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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 | $47,229 | $212,386-77.8% | $199,883-76.4% | $138,895-66.0% |
| Participation rate | 41.7% | 87.4%-45.7pp | 86.8%-45.1pp | 79.9%-38.3pp |
| Annual return | 40.68% | 47.75%-7.1pp | 43.81%-3.1pp | 145.39%-104.7pp |
| Employer contribution / active EE | $3,212 | $6,625-51.5% | $6,261-48.7% | $4,194-23.4% |
| Participant deferral / active EE | $6,628 | $9,617-31.1% | $9,138-27.5% | $6,396+3.6% |
| Admin fee / account holder | $1,030 | $18,233-94.4% | $17,268-94.0% | $12,562-91.8% |