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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 | $44,554 | $197,637-77.5% | $177,848-74.9% | $158,982-72.0% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 13.46% | 58.77%-45.3pp | 48.33%-34.9pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,270 | $6,698-66.1% | $5,919-61.6% | $4,763-52.3% |
| Participant deferral / active EE | $3,427 | $8,405-59.2% | $7,714-55.6% | $5,983-42.7% |
| Admin fee / account holder | $3,777 | $15,406-75.5% | $12,431-69.6% | $11,252-66.4% |