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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 | $54,095 | $183,516-70.5% | $155,534-65.2% | $145,884-62.9% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 24.09% | 61.43%-37.3pp | 64.92%-40.8pp | 551.85%-527.8pp |
| Employer contribution / active EE | $3,112 | $5,315-41.4% | $4,675-33.4% | $4,662-33.3% |
| Participant deferral / active EE | $3,999 | $6,467-38.2% | $5,630-29.0% | $6,690-40.2% |
| Admin fee / account holder | $312 | $19,293-98.4% | $15,900-98.0% | $13,392-97.7% |