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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 | $45,581 | $185,883-75.5% | $170,043-73.2% | $139,466-67.3% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 17.28% | 60.54%-43.3pp | 53.40%-36.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $2,927 | $7,596-61.5% | $6,790-56.9% | $4,754-38.4% |
| Participant deferral / active EE | $5,218 | $11,626-55.1% | $10,410-49.9% | $6,712-22.3% |
| Admin fee / account holder | $579 | $15,393-96.2% | $12,824-95.5% | $11,409-94.9% |