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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 | $36,594 | $178,174-79.5% | $156,181-76.6% | $137,256-73.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 20.10% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,947 | $4,972-60.8% | $4,294-54.7% | $4,156-53.2% |
| Participant deferral / active EE | $5,851 | $6,888-15.0% | $6,132-4.6% | $6,407-8.7% |
| Admin fee / account holder | $15,327 | $17,404-11.9% | $14,586+5.1% | $12,270+24.9% |