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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 | $41,850 | $212,386-80.3% | $199,883-79.1% | $138,895-69.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 14.54% | 47.75%-33.2pp | 43.81%-29.3pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,714 | $6,625-74.1% | $6,261-72.6% | $4,194-59.1% |
| Participant deferral / active EE | $4,720 | $9,617-50.9% | $9,138-48.4% | $6,396-26.2% |
| Admin fee / account holder | $3,846 | $18,233-78.9% | $17,268-77.7% | $12,562-69.4% |