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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 | $26,146 | $165,361-84.2% | $149,715-82.5% | $158,950-83.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 16.97% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-285.9pp |
| Employer contribution / active EE | $2,047 | $5,103-59.9% | $4,645-55.9% | $4,762-57.0% |
| Participant deferral / active EE | $4,073 | $7,182-43.3% | $6,842-40.5% | $5,983-31.9% |
| Admin fee / account holder | $2,747 | $10,808-74.6% | $9,310-70.5% | $11,248-75.6% |