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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 | $49,763 | $172,111-71.1% | $150,298-66.9% | $137,256-63.7% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 19.59% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,782 | $4,636-61.6% | $4,154-57.1% | $4,156-57.1% |
| Participant deferral / active EE | $4,607 | $6,166-25.3% | $5,453-15.5% | $6,407-28.1% |
| Admin fee / account holder | $480 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |