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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 | $55,226 | $183,516-69.9% | $155,534-64.5% | $145,884-62.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.77% | 61.43%-49.7pp | 64.92%-53.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,648 | $5,315-31.4% | $4,675-22.0% | $4,662-21.7% |
| Participant deferral / active EE | $7,117 | $6,467+10.1% | $5,630+26.4% | $6,690+6.4% |
| Admin fee / account holder | $708 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |