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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 | $77,879 | $172,111-54.8% | $150,298-48.2% | $137,256-43.3% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 18.64% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,910 | $4,636-37.2% | $4,154-30.0% | $4,156-30.0% |
| Participant deferral / active EE | $4,218 | $6,166-31.6% | $5,453-22.6% | $6,407-34.2% |
| Admin fee / account holder | $589 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |