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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 | $111,900 | $232,540-51.9% | $185,117-39.6% | $147,586-24.2% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.4pp | 82.8%-40.0pp |
| Annual return | 22.05% | 43.03%-21.0pp | 40.50%-18.4pp | 578.59%-556.5pp |
| Employer contribution / active EE | $533 | $5,195-89.7% | $4,182-87.3% | $4,876-89.1% |
| Participant deferral / active EE | $4,814 | $5,834-17.5% | $5,045-4.6% | $5,439-11.5% |
| Admin fee / account holder | $6,117 | $10,275-40.5% | $8,159-25.0% | $10,886-43.8% |