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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 | $52,142 | $97,125-46.3% | $86,233-39.5% | $137,256-62.0% |
| Participation rate | 47.1% | 74.2%-27.1pp | 69.0%-22.0pp | 80.0%-32.9pp |
| Annual return | 12.86% | 74.19%-61.3pp | 61.39%-48.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,260 | $2,841-20.5% | $2,504-9.8% | $4,156-45.6% |
| Participant deferral / active EE | $6,008 | $5,180+16.0% | $4,559+31.8% | $6,407-6.2% |
| Admin fee / account holder | $776 | $9,725-92.0% | $8,342-90.7% | $12,270-93.7% |