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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 | $61,935 | $148,582-58.3% | $135,942-54.4% | $139,456-55.6% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 19.72% | 79.26%-59.5pp | 68.28%-48.6pp | 373.45%-353.7pp |
| Employer contribution / active EE | $2,296 | $5,245-56.2% | $4,858-52.7% | $4,753-51.7% |
| Participant deferral / active EE | $4,169 | $8,101-48.5% | $7,759-46.3% | $6,711-37.9% |
| Admin fee / account holder | $4,718 | $12,402-62.0% | $10,764-56.2% | $11,407-58.6% |