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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 | $56,290 | $156,398-64.0% | $147,318-61.8% | $138,895-59.5% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 17.73% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,493 | $4,853-48.6% | $4,593-45.7% | $4,194-40.6% |
| Participant deferral / active EE | $4,753 | $8,237-42.3% | $7,906-39.9% | $6,396-25.7% |
| Admin fee / account holder | $2,598 | $14,976-82.6% | $13,708-81.0% | $12,562-79.3% |