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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 | $68,144 | $156,398-56.4% | $147,318-53.7% | $138,895-50.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.68% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,506 | $4,853-48.4% | $4,593-45.4% | $4,194-40.3% |
| Participant deferral / active EE | $3,565 | $8,237-56.7% | $7,906-54.9% | $6,396-44.3% |
| Admin fee / account holder | $3,331 | $14,976-77.8% | $13,708-75.7% | $12,562-73.5% |