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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 | $57,598 | $183,516-68.6% | $155,534-63.0% | $145,884-60.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.59% | 61.43%-39.8pp | 64.92%-43.3pp | 551.85%-530.3pp |
| Employer contribution / active EE | $1,077 | $5,315-79.7% | $4,675-77.0% | $4,662-76.9% |
| Participant deferral / active EE | $4,353 | $6,467-32.7% | $5,630-22.7% | $6,690-34.9% |
| Admin fee / account holder | $3,677 | $19,293-80.9% | $15,900-76.9% | $13,392-72.5% |