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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 | $86,636 | $183,627-52.8% | $155,602-44.3% | $145,978-40.7% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 15.37% | 61.32%-45.9pp | 64.81%-49.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,329 | $5,316-56.2% | $4,675-50.2% | $4,662-50.0% |
| Participant deferral / active EE | $3,377 | $6,466-47.8% | $5,629-40.0% | $6,690-49.5% |
| Admin fee / account holder | $385 | $19,327-98.0% | $15,923-97.6% | $13,400-97.1% |