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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 | $47,204 | $185,856-74.6% | $170,028-72.2% | $139,456-66.2% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 20.76% | 60.52%-39.8pp | 53.39%-32.6pp | 373.45%-352.7pp |
| Employer contribution / active EE | $3,061 | $7,593-59.7% | $6,788-54.9% | $4,753-35.6% |
| Participant deferral / active EE | $9,743 | $11,623-16.2% | $10,409-6.4% | $6,711+45.2% |
| Admin fee / account holder | $3,472 | $15,387-77.4% | $12,820-72.9% | $11,407-69.6% |