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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 | $63,623 | $183,516-65.3% | $155,534-59.1% | $145,884-56.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 11.56% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,302 | $5,315-37.9% | $4,675-29.4% | $4,662-29.2% |
| Participant deferral / active EE | $5,591 | $6,467-13.5% | $5,630-0.7% | $6,690-16.4% |
| Admin fee / account holder | $8,988 | $19,293-53.4% | $15,900-43.5% | $13,392-32.9% |