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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 | $81,454 | $202,463-59.8% | $169,397-51.9% | $139,487-41.6% |
| Participation rate | 41.2% | 81.1%-39.9pp | 77.2%-36.0pp | 80.3%-39.2pp |
| Annual return | 16.13% | 532.64%-516.5pp | 406.23%-390.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,540 | $4,694-67.2% | $4,013-61.6% | $4,755-67.6% |
| Participant deferral / active EE | $3,493 | $6,941-49.7% | $6,223-43.9% | $6,713-48.0% |
| Admin fee / account holder | $4,795 | $10,726-55.3% | $9,017-46.8% | $11,407-58.0% |