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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 | $45,147 | $162,136-72.2% | $152,301-70.4% | $154,746-70.8% |
| Participation rate | 57.9% | 84.1%-26.2pp | 82.4%-24.6pp | 80.7%-22.8pp |
| Annual return | 20.52% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $4,173 | $4,890-14.7% | $4,624-9.8% | $4,379-4.7% |
| Participant deferral / active EE | $5,292 | $8,341-36.6% | $8,004-33.9% | $6,730-21.4% |
| Admin fee / account holder | $4,105 | $15,759-74.0% | $14,398-71.5% | $14,365-71.4% |