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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 | $55,859 | $209,336-73.3% | $197,124-71.7% | $137,256-59.3% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 17.61% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,693 | $6,591-59.1% | $6,227-56.8% | $4,156-35.2% |
| Participant deferral / active EE | $5,393 | $9,614-43.9% | $9,135-41.0% | $6,407-15.8% |
| Admin fee / account holder | $4,017 | $17,308-76.8% | $16,298-75.4% | $12,270-67.3% |