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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 | $49,244 | $156,398-68.5% | $147,318-66.6% | $138,895-64.5% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 79.9%-27.7pp |
| Annual return | 60.16% | 78.75%-18.6pp | 70.43%-10.3pp | 145.39%-85.2pp |
| Employer contribution / active EE | $2,214 | $4,853-54.4% | $4,593-51.8% | $4,194-47.2% |
| Participant deferral / active EE | $5,840 | $8,237-29.1% | $7,906-26.1% | $6,396-8.7% |
| Admin fee / account holder | $14,676 | $14,976-2.0% | $13,708+7.1% | $12,562+16.8% |