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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 | $53,143 | $129,737-59.0% | $119,126-55.4% | $154,746-65.7% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 18.58% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,582 | $4,375-63.8% | $4,034-60.8% | $4,379-63.9% |
| Participant deferral / active EE | $3,298 | $5,842-43.5% | $5,318-38.0% | $6,730-51.0% |
| Admin fee / account holder | $780 | $11,961-93.5% | $10,693-92.7% | $14,365-94.6% |