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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 | $56,237 | $183,516-69.4% | $155,534-63.8% | $145,884-61.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 14.27% | 61.43%-47.2pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,690 | $5,315-68.2% | $4,675-63.9% | $4,662-63.8% |
| Participant deferral / active EE | $4,525 | $6,467-30.0% | $5,630-19.6% | $6,690-32.4% |
| Admin fee / account holder | $2,601 | $19,293-86.5% | $15,900-83.6% | $13,392-80.6% |