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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 | $78,865 | $183,592-57.0% | $155,567-49.3% | $145,959-46.0% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 12.86% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,949 | $5,315-63.3% | $4,674-58.3% | $4,661-58.2% |
| Participant deferral / active EE | $4,802 | $6,464-25.7% | $5,628-14.7% | $6,689-28.2% |
| Admin fee / account holder | $2,425 | $19,318-87.4% | $15,916-84.8% | $13,398-81.9% |