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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 | $46,580 | $154,228-69.8% | $145,433-68.0% | $137,256-66.1% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 16.23% | 74.59%-58.4pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,679 | $4,804-65.1% | $4,554-63.1% | $4,156-59.6% |
| Participant deferral / active EE | $2,698 | $8,216-67.2% | $7,897-65.8% | $6,407-57.9% |
| Admin fee / account holder | $10,365 | $14,344-27.7% | $13,129-21.1% | $12,270-15.5% |