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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 | $62,248 | $162,136-61.6% | $152,301-59.1% | $154,746-59.8% |
| Participation rate | 47.4% | 84.1%-36.7pp | 82.4%-35.1pp | 80.7%-33.3pp |
| Annual return | 18.90% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,662 | $4,890-66.0% | $4,624-64.1% | $4,379-62.0% |
| Participant deferral / active EE | $4,895 | $8,341-41.3% | $8,004-38.8% | $6,730-27.3% |
| Admin fee / account holder | $5,317 | $15,759-66.3% | $14,398-63.1% | $14,365-63.0% |