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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 | $66,478 | $172,111-61.4% | $150,298-55.8% | $137,256-51.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 13.33% | 69.37%-56.0pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,343 | $4,636-49.5% | $4,154-43.6% | $4,156-43.6% |
| Participant deferral / active EE | $5,700 | $6,166-7.6% | $5,453+4.5% | $6,407-11.0% |
| Admin fee / account holder | $1,793 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |