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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 | $48,769 | $156,398-68.8% | $147,318-66.9% | $138,895-64.9% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 14.31% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,882 | $4,853-61.2% | $4,593-59.0% | $4,194-55.1% |
| Participant deferral / active EE | $4,994 | $8,237-39.4% | $7,906-36.8% | $6,396-21.9% |
| Admin fee / account holder | $11,335 | $14,976-24.3% | $13,708-17.3% | $12,562-9.8% |