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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 | $47,604 | $183,516-74.1% | $155,534-69.4% | $145,884-67.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.38% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,585 | $5,315-51.4% | $4,675-44.7% | $4,662-44.5% |
| Participant deferral / active EE | $8,009 | $6,467+23.8% | $5,630+42.2% | $6,690+19.7% |
| Admin fee / account holder | $2,354 | $19,293-87.8% | $15,900-85.2% | $13,392-82.4% |