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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 | $174,379-73.1% | $152,093-69.1% | $138,895-66.2% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 13.84% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,703 | $4,652-63.4% | $4,175-59.2% | $4,194-59.4% |
| Participant deferral / active EE | $3,054 | $6,159-50.4% | $5,451-44.0% | $6,396-52.3% |
| Admin fee / account holder | $2,914 | $16,880-82.7% | $14,497-79.9% | $12,562-76.8% |