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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 | $76,161 | $183,516-58.5% | $155,534-51.0% | $145,884-47.8% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 11.16% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,534 | $5,315-71.1% | $4,675-67.2% | $4,662-67.1% |
| Participant deferral / active EE | $4,311 | $6,467-33.3% | $5,630-23.4% | $6,690-35.6% |
| Admin fee / account holder | $3,878 | $19,293-79.9% | $15,900-75.6% | $13,392-71.0% |