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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 | $56,421 | $183,516-69.3% | $155,534-63.7% | $145,884-61.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 27.11% | 61.43%-34.3pp | 64.92%-37.8pp | 551.85%-524.7pp |
| Employer contribution / active EE | $1,096 | $5,315-79.4% | $4,675-76.5% | $4,662-76.5% |
| Participant deferral / active EE | $4,843 | $6,467-25.1% | $5,630-14.0% | $6,690-27.6% |
| Admin fee / account holder | $1,689 | $19,293-91.2% | $15,900-89.4% | $13,392-87.4% |