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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 | $46,955 | $185,312-74.7% | $161,489-70.9% | $154,746-69.7% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 13.84% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,703 | $4,769-64.3% | $4,268-60.1% | $4,379-61.1% |
| Participant deferral / active EE | $3,054 | $6,350-51.9% | $5,630-45.8% | $6,730-54.6% |
| Admin fee / account holder | $2,914 | $18,654-84.4% | $16,006-81.8% | $14,365-79.7% |