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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 | $74,341 | $154,228-51.8% | $145,433-48.9% | $137,256-45.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.47% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,608 | $4,804-66.5% | $4,554-64.7% | $4,156-61.3% |
| Participant deferral / active EE | $3,985 | $8,216-51.5% | $7,897-49.5% | $6,407-37.8% |
| Admin fee / account holder | $17,467 | $14,344+21.8% | $13,129+33.0% | $12,270+42.4% |