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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 | $73,063 | $212,386-65.6% | $199,883-63.4% | $138,895-47.4% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 18.77% | 47.75%-29.0pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,274 | $6,625-50.6% | $6,261-47.7% | $4,194-22.0% |
| Participant deferral / active EE | $6,270 | $9,617-34.8% | $9,138-31.4% | $6,396-2.0% |
| Admin fee / account holder | $6,048 | $18,233-66.8% | $17,268-65.0% | $12,562-51.9% |