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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 | $48,469 | $197,637-75.5% | $177,848-72.7% | $158,982-69.5% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.7%-33.2pp | 82.0%-27.4pp |
| Annual return | 19.71% | 58.77%-39.1pp | 48.33%-28.6pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,490 | $6,698-77.8% | $5,919-74.8% | $4,763-68.7% |
| Participant deferral / active EE | $4,507 | $8,405-46.4% | $7,714-41.6% | $5,983-24.7% |
| Admin fee / account holder | $311 | $15,406-98.0% | $12,431-97.5% | $11,252-97.2% |