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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 | $227,291-81.6% | $214,702-80.5% | $155,188-73.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 14.54% | 60.08%-45.5pp | 54.55%-40.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,714 | $6,772-74.7% | $6,461-73.5% | $4,248-59.6% |
| Participant deferral / active EE | $4,720 | $9,582-50.7% | $9,147-48.4% | $6,531-27.7% |
| Admin fee / account holder | $3,846 | $20,413-81.2% | $19,830-80.6% | $14,480-73.4% |