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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 | $49,247 | $172,111-71.4% | $150,298-67.2% | $137,256-64.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,664 | $4,636-42.5% | $4,154-35.9% | $4,156-35.9% |
| Participant deferral / active EE | $3,538 | $6,166-42.6% | $5,453-35.1% | $6,407-44.8% |
| Admin fee / account holder | $1,478 | $16,471-91.0% | $14,116-89.5% | $12,270-88.0% |