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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 | $51,873 | $162,136-68.0% | $152,301-65.9% | $154,746-66.5% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 14.91% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,634 | $4,890-66.6% | $4,624-64.7% | $4,379-62.7% |
| Participant deferral / active EE | $4,839 | $8,341-42.0% | $8,004-39.5% | $6,730-28.1% |
| Admin fee / account holder | $4,925 | $15,759-68.7% | $14,398-65.8% | $14,365-65.7% |