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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 | $43,465 | $156,398-72.2% | $147,318-70.5% | $138,895-68.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 19.47% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,961 | $4,853-59.6% | $4,593-57.3% | $4,194-53.2% |
| Participant deferral / active EE | $7,490 | $8,237-9.1% | $7,906-5.3% | $6,396+17.1% |
| Admin fee / account holder | $1,990 | $14,976-86.7% | $13,708-85.5% | $12,562-84.2% |