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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 | $44,628 | $181,062-75.4% | $158,223-71.8% | $155,188-71.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 17.69% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,860 | $4,565-59.3% | $4,109-54.7% | $4,248-56.2% |
| Participant deferral / active EE | $4,057 | $6,134-33.9% | $5,467-25.8% | $6,531-37.9% |
| Admin fee / account holder | $11,090 | $18,825-41.1% | $16,047-30.9% | $14,480-23.4% |