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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 | $41,476 | $183,627-77.4% | $155,602-73.3% | $145,978-71.6% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 17.53% | 61.32%-43.8pp | 64.81%-47.3pp | 550.52%-533.0pp |
| Employer contribution / active EE | $3,376 | $5,316-36.5% | $4,675-27.8% | $4,662-27.6% |
| Participant deferral / active EE | $3,648 | $6,466-43.6% | $5,629-35.2% | $6,690-45.5% |
| Admin fee / account holder | $4,710 | $19,327-75.6% | $15,923-70.4% | $13,400-64.9% |