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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 | $54,714 | $162,136-66.3% | $152,301-64.1% | $154,746-64.6% |
| Participation rate | 52.6% | 84.1%-31.5pp | 82.4%-29.8pp | 80.7%-28.1pp |
| Annual return | 13.72% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,800 | $4,890-63.2% | $4,624-61.1% | $4,379-58.9% |
| Participant deferral / active EE | $5,088 | $8,341-39.0% | $8,004-36.4% | $6,730-24.4% |
| Admin fee / account holder | $3,323 | $15,759-78.9% | $14,398-76.9% | $14,365-76.9% |