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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 | $56,039 | $156,398-64.2% | $147,318-62.0% | $138,895-59.7% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 18.83% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,375 | $4,853-71.7% | $4,593-70.1% | $4,194-67.2% |
| Participant deferral / active EE | $5,268 | $8,237-36.0% | $7,906-33.4% | $6,396-17.6% |
| Admin fee / account holder | $1,897 | $14,976-87.3% | $13,708-86.2% | $12,562-84.9% |