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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 | $185,312-72.0% | $161,489-67.8% | $154,746-66.4% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.7%-26.1pp | 80.7%-28.1pp |
| Annual return | 17.36% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,118 | $4,769-55.6% | $4,268-50.4% | $4,379-51.6% |
| Participant deferral / active EE | $3,622 | $6,350-43.0% | $5,630-35.7% | $6,730-46.2% |
| Admin fee / account holder | $4,810 | $18,654-74.2% | $16,006-70.0% | $14,365-66.5% |