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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 | $57,291 | $156,398-63.4% | $147,318-61.1% | $138,895-58.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.02% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,816 | $4,853-42.0% | $4,593-38.7% | $4,194-32.9% |
| Participant deferral / active EE | $7,326 | $8,237-11.1% | $7,906-7.3% | $6,396+14.5% |
| Admin fee / account holder | $21,770 | $14,976+45.4% | $13,708+58.8% | $12,562+73.3% |