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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 | $51,501 | $183,592-71.9% | $155,574-66.9% | $145,877-64.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.73% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,511 | $5,317-71.6% | $4,676-67.7% | $4,663-67.6% |
| Participant deferral / active EE | $5,778 | $6,466-10.6% | $5,629+2.6% | $6,691-13.6% |
| Admin fee / account holder | $2,844 | $19,316-85.3% | $15,914-82.1% | $13,402-78.8% |