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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 | $40,173 | $162,136-75.2% | $152,301-73.6% | $154,746-74.0% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 18.27% | 91.02%-72.8pp | 80.50%-62.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,783 | $4,890-63.5% | $4,624-61.5% | $4,379-59.3% |
| Participant deferral / active EE | $3,043 | $8,341-63.5% | $8,004-62.0% | $6,730-54.8% |
| Admin fee / account holder | $7,901 | $15,759-49.9% | $14,398-45.1% | $14,365-45.0% |