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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 | $56,781 | $174,379-67.4% | $152,093-62.7% | $138,895-59.1% |
| Participation rate | 36.4% | 81.6%-45.3pp | 77.8%-41.4pp | 79.9%-43.6pp |
| Annual return | 14.09% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,684 | $4,652-63.8% | $4,175-59.7% | $4,194-59.8% |
| Participant deferral / active EE | $4,928 | $6,159-20.0% | $5,451-9.6% | $6,396-23.0% |
| Admin fee / account holder | $13,235 | $16,880-21.6% | $14,497-8.7% | $12,562+5.4% |