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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 | $45,228 | $183,516-75.4% | $155,534-70.9% | $145,884-69.0% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 16.94% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $2,313 | $5,315-56.5% | $4,675-50.5% | $4,662-50.4% |
| Participant deferral / active EE | $4,080 | $6,467-36.9% | $5,630-27.5% | $6,690-39.0% |
| Admin fee / account holder | $4,567 | $19,293-76.3% | $15,900-71.3% | $13,392-65.9% |