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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 | $55,443 | $156,398-64.6% | $147,318-62.4% | $138,895-60.1% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 21.54% | 78.75%-57.2pp | 70.43%-48.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $2,053 | $4,853-57.7% | $4,593-55.3% | $4,194-51.0% |
| Participant deferral / active EE | $5,785 | $8,237-29.8% | $7,906-26.8% | $6,396-9.6% |
| Admin fee / account holder | $488 | $14,976-96.7% | $13,708-96.4% | $12,562-96.1% |