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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 | $50,955 | $228,352-77.7% | $185,827-72.6% | $158,950-67.9% |
| Participation rate | 59.1% | 82.3%-23.2pp | 78.0%-18.9pp | 82.0%-22.9pp |
| Annual return | 4.68% | 40.81%-36.1pp | 35.96%-31.3pp | 302.91%-298.2pp |
| Employer contribution / active EE | $1,689 | $4,967-66.0% | $4,087-58.7% | $4,762-64.5% |
| Participant deferral / active EE | $3,892 | $6,416-39.3% | $5,633-30.9% | $5,983-34.9% |
| Admin fee / account holder | $5,843 | $11,867-50.8% | $9,502-38.5% | $11,248-48.1% |