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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 | $51,931 | $227,399-77.2% | $189,758-72.6% | $198,609-73.9% |
| Participation rate | 52.6% | 84.0%-31.4pp | 79.8%-27.2pp | 82.4%-29.7pp |
| Annual return | 17.36% | 61.03%-43.7pp | 52.62%-35.3pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,118 | $5,526-61.7% | $4,767-55.6% | $5,055-58.1% |
| Participant deferral / active EE | $3,622 | $6,837-47.0% | $5,856-38.2% | $6,977-48.1% |
| Admin fee / account holder | $4,810 | $25,162-80.9% | $20,388-76.4% | $19,030-74.7% |