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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 | $53,018 | $172,111-69.2% | $150,298-64.7% | $137,256-61.4% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 14.62% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,547 | $4,636-45.1% | $4,154-38.7% | $4,156-38.7% |
| Participant deferral / active EE | $3,777 | $6,166-38.7% | $5,453-30.7% | $6,407-41.1% |
| Admin fee / account holder | $3,660 | $16,471-77.8% | $14,116-74.1% | $12,270-70.2% |