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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 | $46,164 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 12.91% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,222 | $4,804-53.8% | $4,554-51.2% | $4,156-46.5% |
| Participant deferral / active EE | $4,702 | $8,216-42.8% | $7,897-40.5% | $6,407-26.6% |
| Admin fee / account holder | $8,403 | $14,344-41.4% | $13,129-36.0% | $12,270-31.5% |