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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 | $51,381 | $156,398-67.1% | $147,318-65.1% | $138,895-63.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 18.63% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,559 | $4,853-47.3% | $4,593-44.3% | $4,194-39.0% |
| Participant deferral / active EE | $4,378 | $8,237-46.8% | $7,906-44.6% | $6,396-31.5% |
| Admin fee / account holder | $5,423 | $14,976-63.8% | $13,708-60.4% | $12,562-56.8% |