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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 | $55,767 | $125,778-55.7% | $114,563-51.3% | $154,746-64.0% |
| Participation rate | 52.9% | 75.2%-22.2pp | 72.9%-20.0pp | 80.7%-27.8pp |
| Annual return | 17.99% | 295.14%-277.1pp | 241.09%-223.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,019 | $2,806-63.7% | $2,592-60.7% | $4,379-76.7% |
| Participant deferral / active EE | $3,661 | $4,445-17.6% | $4,142-11.6% | $6,730-45.6% |
| Admin fee / account holder | $12,983 | $8,190+58.5% | $7,623+70.3% | $14,365-9.6% |