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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 | $43,227 | $185,883-76.7% | $170,043-74.6% | $139,466-69.0% |
| Participation rate | 47.8% | 87.8%-39.9pp | 87.0%-39.2pp | 80.3%-32.5pp |
| Annual return | 19.83% | 60.54%-40.7pp | 53.40%-33.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,615 | $7,596-65.6% | $6,790-61.5% | $4,754-45.0% |
| Participant deferral / active EE | $5,683 | $11,626-51.1% | $10,410-45.4% | $6,712-15.3% |
| Admin fee / account holder | $11,024 | $15,393-28.4% | $12,824-14.0% | $11,409-3.4% |