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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 | $47,062 | $126,113-62.7% | $116,096-59.5% | $155,188-69.7% |
| Participation rate | 65.2% | 75.1%-9.9pp | 73.3%-8.1pp | 80.8%-15.6pp |
| Annual return | 19.13% | 391.72%-372.6pp | 326.25%-307.1pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,057 | $2,672-23.0% | $2,503-17.8% | $4,248-51.6% |
| Participant deferral / active EE | $5,213 | $4,162+25.3% | $3,952+31.9% | $6,531-20.2% |
| Admin fee / account holder | $18,160 | $8,045+125.7% | $7,704+135.7% | $14,480+25.4% |