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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 | $53,318 | $154,228-65.4% | $145,433-63.3% | $137,256-61.2% |
| Participation rate | 52.6% | 83.8%-31.2pp | 82.1%-29.5pp | 80.0%-27.3pp |
| Annual return | 19.17% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,623 | $4,804-66.2% | $4,554-64.4% | $4,156-60.9% |
| Participant deferral / active EE | $5,452 | $8,216-33.6% | $7,897-31.0% | $6,407-14.9% |
| Admin fee / account holder | $6,198 | $14,344-56.8% | $13,129-52.8% | $12,270-49.5% |