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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 | $47,224 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 19.32% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,914 | $4,804+2.3% | $4,554+7.9% | $4,156+18.2% |
| Participant deferral / active EE | $13,831 | $8,216+68.3% | $7,897+75.1% | $6,407+115.9% |
| Admin fee / account holder | $4,869 | $14,344-66.1% | $13,129-62.9% | $12,270-60.3% |