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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 | $58,511 | $183,516-68.1% | $155,534-62.4% | $145,884-59.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.79% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,143 | $5,315-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $3,460 | $6,467-46.5% | $5,630-38.5% | $6,690-48.3% |
| Admin fee / account holder | $1,478 | $19,293-92.3% | $15,900-90.7% | $13,392-89.0% |