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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 | $54,843 | $154,228-64.4% | $145,433-62.3% | $137,256-60.0% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.1%-24.2pp | 80.0%-22.1pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,455 | $4,804-48.9% | $4,554-46.1% | $4,156-40.9% |
| Participant deferral / active EE | $3,653 | $8,216-55.5% | $7,897-53.7% | $6,407-43.0% |
| Admin fee / account holder | $314 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |