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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 | $59,758 | $227,399-73.7% | $189,758-68.5% | $198,609-69.9% |
| Participation rate | 53.8% | 84.0%-30.2pp | 79.8%-26.0pp | 82.4%-28.5pp |
| Annual return | 21.98% | 61.03%-39.0pp | 52.62%-30.6pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,781 | $5,526-67.8% | $4,767-62.6% | $5,055-64.8% |
| Participant deferral / active EE | $5,604 | $6,837-18.0% | $5,856-4.3% | $6,977-19.7% |
| Admin fee / account holder | $574 | $25,162-97.7% | $20,388-97.2% | $19,030-97.0% |