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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 | $36,334 | $108,882-66.6% | $96,754-62.4% | $154,746-76.5% |
| Participation rate | 52.4% | 75.1%-22.7pp | 70.3%-17.9pp | 80.7%-28.3pp |
| Annual return | 19.67% | 98.39%-78.7pp | 82.04%-62.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,752 | $3,018-8.8% | $2,679+2.7% | $4,379-37.2% |
| Participant deferral / active EE | $5,214 | $5,323-2.0% | $4,758+9.6% | $6,730-22.5% |
| Admin fee / account holder | $1,031 | $10,200-89.9% | $8,905-88.4% | $14,365-92.8% |