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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 | $55,610 | $148,629-62.6% | $135,982-59.1% | $139,487-60.1% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.8pp | 80.3%-26.2pp |
| Annual return | 17.07% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,876 | $5,247-64.2% | $4,859-61.4% | $4,755-60.6% |
| Participant deferral / active EE | $4,588 | $8,102-43.4% | $7,760-40.9% | $6,713-31.7% |
| Admin fee / account holder | $2,301 | $12,406-81.5% | $10,767-78.6% | $11,407-79.8% |