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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 | $42,889 | $154,228-72.2% | $145,433-70.5% | $137,256-68.8% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 25.12% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,178 | $4,804-33.8% | $4,554-30.2% | $4,156-23.5% |
| Participant deferral / active EE | $7,304 | $8,216-11.1% | $7,897-7.5% | $6,407+14.0% |
| Admin fee / account holder | $2,368 | $14,344-83.5% | $13,129-82.0% | $12,270-80.7% |