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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 | $33,844 | $154,228-78.1% | $145,433-76.7% | $137,256-75.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,817 | $4,804-62.2% | $4,554-60.1% | $4,156-56.3% |
| Participant deferral / active EE | $3,678 | $8,216-55.2% | $7,897-53.4% | $6,407-42.6% |
| Admin fee / account holder | $3,033 | $14,344-78.9% | $13,129-76.9% | $12,270-75.3% |