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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 | $46,198 | $165,361-72.1% | $149,715-69.1% | $158,950-70.9% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 22.59% | 348.24%-325.7pp | 276.66%-254.1pp | 302.91%-280.3pp |
| Employer contribution / active EE | $1,576 | $5,103-69.1% | $4,645-66.1% | $4,762-66.9% |
| Participant deferral / active EE | $4,002 | $7,182-44.3% | $6,842-41.5% | $5,983-33.1% |
| Admin fee / account holder | $2,513 | $10,808-76.7% | $9,310-73.0% | $11,248-77.7% |