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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 | $39,288 | $212,386-81.5% | $199,883-80.3% | $138,895-71.7% |
| Participation rate | 37.5% | 87.4%-49.9pp | 86.8%-49.3pp | 79.9%-42.4pp |
| Annual return | 22.82% | 47.75%-24.9pp | 43.81%-21.0pp | 145.39%-122.6pp |
| Employer contribution / active EE | $3,273 | $6,625-50.6% | $6,261-47.7% | $4,194-22.0% |
| Participant deferral / active EE | $6,841 | $9,617-28.9% | $9,138-25.1% | $6,396+6.9% |
| Admin fee / account holder | $1,766 | $18,233-90.3% | $17,268-89.8% | $12,562-85.9% |