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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 | $154,228-66.4% | $145,433-64.3% | $137,256-62.2% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 14.91% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,634 | $4,804-66.0% | $4,554-64.1% | $4,156-60.7% |
| Participant deferral / active EE | $4,839 | $8,216-41.1% | $7,897-38.7% | $6,407-24.5% |
| Admin fee / account holder | $4,925 | $14,344-65.7% | $13,129-62.5% | $12,270-59.9% |