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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 | $48,867 | $178,174-72.6% | $156,181-68.7% | $137,256-64.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 22.41% | 84.19%-61.8pp | 64.87%-42.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,965 | $4,972-60.5% | $4,294-54.2% | $4,156-52.7% |
| Participant deferral / active EE | $5,550 | $6,888-19.4% | $6,132-9.5% | $6,407-13.4% |
| Admin fee / account holder | $1,537 | $17,404-91.2% | $14,586-89.5% | $12,270-87.5% |