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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 | $49,193 | $129,737-62.1% | $119,126-58.7% | $154,746-68.2% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 21.91% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,375 | $4,375-68.6% | $4,034-65.9% | $4,379-68.6% |
| Participant deferral / active EE | $6,236 | $5,842+6.7% | $5,318+17.3% | $6,730-7.3% |
| Admin fee / account holder | $959 | $11,961-92.0% | $10,693-91.0% | $14,365-93.3% |