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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 | $162,136-71.3% | $152,301-69.4% | $154,746-69.9% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 16.23% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,679 | $4,890-65.7% | $4,624-63.7% | $4,379-61.7% |
| Participant deferral / active EE | $2,698 | $8,341-67.7% | $8,004-66.3% | $6,730-59.9% |
| Admin fee / account holder | $10,365 | $15,759-34.2% | $14,398-28.0% | $14,365-27.8% |