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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% | $155,574-49.3% | $145,877-45.9% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 12.86% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,949 | $5,317-63.3% | $4,676-58.3% | $4,663-58.2% |
| Participant deferral / active EE | $4,802 | $6,466-25.7% | $5,629-14.7% | $6,691-28.2% |
| Admin fee / account holder | $2,425 | $19,316-87.4% | $15,914-84.8% | $13,402-81.9% |