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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 | $59,773 | $165,399-63.9% | $149,745-60.1% | $158,982-62.4% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 23.42% | 348.34%-324.9pp | 276.72%-253.3pp | 302.99%-279.6pp |
| Employer contribution / active EE | $1,770 | $5,105-65.3% | $4,646-61.9% | $4,763-62.8% |
| Participant deferral / active EE | $4,005 | $7,183-44.2% | $6,843-41.5% | $5,983-33.1% |
| Admin fee / account holder | $1,168 | $10,811-89.2% | $9,312-87.5% | $11,252-89.6% |