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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 | $46,416 | $142,354-67.4% | $125,529-63.0% | $155,188-70.1% |
| Participation rate | 61.5% | 78.1%-16.5pp | 74.7%-13.2pp | 80.8%-19.3pp |
| Annual return | 16.85% | 306.06%-289.2pp | 202.56%-185.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,018 | $3,501-42.4% | $3,058-34.0% | $4,248-52.5% |
| Participant deferral / active EE | $5,402 | $5,491-1.6% | $4,813+12.3% | $6,531-17.3% |
| Admin fee / account holder | $1,279 | $19,392-93.4% | $16,298-92.2% | $14,480-91.2% |