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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 | $52,830 | $178,174-70.3% | $156,181-66.2% | $137,256-61.5% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.8%-33.0pp | 80.0%-34.1pp |
| Annual return | 20.71% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,156 | $4,972-36.5% | $4,294-26.5% | $4,156-24.1% |
| Participant deferral / active EE | $4,654 | $6,888-32.4% | $6,132-24.1% | $6,407-27.4% |
| Admin fee / account holder | $4,130 | $17,404-76.3% | $14,586-71.7% | $12,270-66.3% |