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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 | $41,873 | $104,937-60.1% | $84,628-50.5% | $152,897-72.6% |
| Participation rate | 59.1% | 74.8%-15.7pp | 68.2%-9.1pp | 82.5%-23.4pp |
| Annual return | 29.03% | 373.88%-344.8pp | 258.80%-229.8pp | 345.43%-316.4pp |
| Employer contribution / active EE | $2,985 | $3,303-9.6% | $2,653+12.5% | $4,764-37.3% |
| Participant deferral / active EE | $7,288 | $4,690+55.4% | $3,900+86.9% | $5,851+24.6% |
| Admin fee / account holder | $4,897 | $6,243-21.6% | $4,914-0.3% | $11,599-57.8% |