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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 | $57,904 | $183,592-68.5% | $155,574-62.8% | $145,877-60.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.53% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $4,035 | $5,317-24.1% | $4,676-13.7% | $4,663-13.5% |
| Participant deferral / active EE | $5,771 | $6,466-10.7% | $5,629+2.5% | $6,691-13.7% |
| Admin fee / account holder | $2,342 | $19,316-87.9% | $15,914-85.3% | $13,402-82.5% |