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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 | $60,884 | $181,062-66.4% | $158,223-61.5% | $155,188-60.8% |
| Participation rate | 45.5% | 82.7%-37.2pp | 79.2%-33.7pp | 80.8%-35.3pp |
| Annual return | 15.93% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,941 | $4,565-57.5% | $4,109-52.8% | $4,248-54.3% |
| Participant deferral / active EE | $5,814 | $6,134-5.2% | $5,467+6.3% | $6,531-11.0% |
| Admin fee / account holder | $2,469 | $18,825-86.9% | $16,047-84.6% | $14,480-83.0% |