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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 | $51,013 | $185,312-72.5% | $161,489-68.4% | $154,746-67.0% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 13.57% | 103.84%-90.3pp | 89.72%-76.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,261 | $4,769-73.6% | $4,268-70.4% | $4,379-71.2% |
| Participant deferral / active EE | $4,224 | $6,350-33.5% | $5,630-25.0% | $6,730-37.2% |
| Admin fee / account holder | $8,366 | $18,654-55.2% | $16,006-47.7% | $14,365-41.8% |