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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 | $54,184 | $125,778-56.9% | $114,563-52.7% | $154,746-65.0% |
| Participation rate | 54.2% | 75.2%-21.0pp | 72.9%-18.7pp | 80.7%-26.5pp |
| Annual return | 15.18% | 295.14%-280.0pp | 241.09%-225.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,362 | $2,806-51.5% | $2,592-47.5% | $4,379-68.9% |
| Participant deferral / active EE | $2,297 | $4,445-48.3% | $4,142-44.5% | $6,730-65.9% |
| Admin fee / account holder | $7,365 | $8,190-10.1% | $7,623-3.4% | $14,365-48.7% |