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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 | $53,749 | $157,276-65.8% | $141,177-61.9% | $152,885-64.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 18.20% | 64.33%-46.1pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $3,289 | $5,262-37.5% | $4,736-30.5% | $4,763-30.9% |
| Participant deferral / active EE | $4,890 | $7,110-31.2% | $6,710-27.1% | $5,851-16.4% |
| Admin fee / account holder | $2,096 | $12,123-82.7% | $10,263-79.6% | $11,598-81.9% |