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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 | $31,918 | $156,398-79.6% | $147,318-78.3% | $138,895-77.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.45% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,396 | $4,853-50.6% | $4,593-47.8% | $4,194-42.9% |
| Participant deferral / active EE | $4,550 | $8,237-44.8% | $7,906-42.5% | $6,396-28.9% |
| Admin fee / account holder | $2,495 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |