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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 | $51,049 | $176,838-71.1% | $146,685-65.2% | $167,518-69.5% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 22.22% | 24.04%-1.8pp | 22.75%-0.5pp | 478.71%-456.5pp |
| Employer contribution / active EE | $2,194 | $5,161-57.5% | $4,137-47.0% | $4,838-54.7% |
| Participant deferral / active EE | $4,667 | $6,441-27.5% | $5,507-15.2% | $6,342-26.4% |
| Admin fee / account holder | $933 | $13,262-93.0% | $10,281-90.9% | $12,312-92.4% |