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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 | $55,018 | $178,174-69.1% | $156,181-64.8% | $137,256-59.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 20.36% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,507 | $4,972-49.6% | $4,294-41.6% | $4,156-39.7% |
| Participant deferral / active EE | $5,257 | $6,888-23.7% | $6,132-14.3% | $6,407-17.9% |
| Admin fee / account holder | $1,043 | $17,404-94.0% | $14,586-92.8% | $12,270-91.5% |