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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 | $48,609 | $223,823-78.3% | $211,142-77.0% | $154,746-68.6% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 18.89% | 50.39%-31.5pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,842 | $6,787-72.9% | $6,442-71.4% | $4,379-57.9% |
| Participant deferral / active EE | $6,761 | $9,750-30.7% | $9,284-27.2% | $6,730+0.5% |
| Admin fee / account holder | $2,979 | $19,707-84.9% | $19,076-84.4% | $14,365-79.3% |