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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 | $45,215 | $183,516-75.4% | $155,534-70.9% | $145,884-69.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 9.16% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,574 | $5,315-70.4% | $4,675-66.3% | $4,662-66.2% |
| Participant deferral / active EE | $2,228 | $6,467-65.5% | $5,630-60.4% | $6,690-66.7% |
| Admin fee / account holder | $17,221 | $19,293-10.7% | $15,900+8.3% | $13,392+28.6% |