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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 | $66,566 | $183,592-63.7% | $155,574-57.2% | $145,877-54.4% |
| Participation rate | 55.0% | 82.7%-27.7pp | 78.2%-23.2pp | 80.3%-25.3pp |
| Annual return | 24.01% | 61.37%-37.4pp | 64.87%-40.9pp | 551.28%-527.3pp |
| Employer contribution / active EE | $2,238 | $5,317-57.9% | $4,676-52.1% | $4,663-52.0% |
| Participant deferral / active EE | $3,772 | $6,466-41.7% | $5,629-33.0% | $6,691-43.6% |
| Admin fee / account holder | $1,013 | $19,316-94.8% | $15,914-93.6% | $13,402-92.4% |