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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 | $75,884 | $183,516-58.6% | $155,534-51.2% | $145,884-48.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 23.48% | 61.43%-37.9pp | 64.92%-41.4pp | 551.85%-528.4pp |
| Employer contribution / active EE | $2,815 | $5,315-47.0% | $4,675-39.8% | $4,662-39.6% |
| Participant deferral / active EE | $11,232 | $6,467+73.7% | $5,630+99.5% | $6,690+67.9% |
| Admin fee / account holder | $3,585 | $19,293-81.4% | $15,900-77.5% | $13,392-73.2% |