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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 | $44,620 | $183,592-75.7% | $155,574-71.3% | $145,877-69.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.93% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,411 | $5,317-73.5% | $4,676-69.8% | $4,663-69.7% |
| Participant deferral / active EE | $4,417 | $6,466-31.7% | $5,629-21.5% | $6,691-34.0% |
| Admin fee / account holder | $1,892 | $19,316-90.2% | $15,914-88.1% | $13,402-85.9% |