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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 | $44,321 | $196,972-77.5% | $182,262-75.7% | $198,609-77.7% |
| Participation rate | 63.6% | 85.7%-22.1pp | 84.2%-20.6pp | 82.4%-18.7pp |
| Annual return | 17.76% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,794 | $5,364-47.9% | $5,046-44.6% | $5,055-44.7% |
| Participant deferral / active EE | $5,084 | $8,643-41.2% | $8,276-38.6% | $6,977-27.1% |
| Admin fee / account holder | $815 | $18,429-95.6% | $16,712-95.1% | $19,030-95.7% |