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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 | $48,336 | $196,972-75.5% | $182,262-73.5% | $198,609-75.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 21.13% | 158.27%-137.1pp | 140.60%-119.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,423 | $5,364-73.5% | $5,046-71.8% | $5,055-71.8% |
| Participant deferral / active EE | $4,352 | $8,643-49.6% | $8,276-47.4% | $6,977-37.6% |
| Admin fee / account holder | $1,781 | $18,429-90.3% | $16,712-89.3% | $19,030-90.6% |