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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 | $53,775 | $165,361-67.5% | $149,715-64.1% | $158,950-66.2% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 17.78% | 348.24%-330.5pp | 276.66%-258.9pp | 302.91%-285.1pp |
| Employer contribution / active EE | $2,063 | $5,103-59.6% | $4,645-55.6% | $4,762-56.7% |
| Participant deferral / active EE | $6,184 | $7,182-13.9% | $6,842-9.6% | $5,983+3.4% |
| Admin fee / account holder | $928 | $10,808-91.4% | $9,310-90.0% | $11,248-91.8% |