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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 | $49,554 | $154,228-67.9% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 45.75% | 74.59%-28.8pp | 66.58%-20.8pp | 220.34%-174.6pp |
| Employer contribution / active EE | $3,846 | $4,804-19.9% | $4,554-15.6% | $4,156-7.5% |
| Participant deferral / active EE | $6,345 | $8,216-22.8% | $7,897-19.7% | $6,407-1.0% |
| Admin fee / account holder | $17,076 | $14,344+19.0% | $13,129+30.1% | $12,270+39.2% |