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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 | $51,260 | $183,592-72.1% | $155,574-67.1% | $145,877-64.9% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 19.14% | 61.37%-42.2pp | 64.87%-45.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,261 | $5,317-57.5% | $4,676-51.6% | $4,663-51.5% |
| Participant deferral / active EE | $3,097 | $6,466-52.1% | $5,629-45.0% | $6,691-53.7% |
| Admin fee / account holder | $1,575 | $19,316-91.8% | $15,914-90.1% | $13,402-88.3% |