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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 | $52,012 | $156,398-66.7% | $147,318-64.7% | $138,895-62.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.70% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,505 | $4,853-48.4% | $4,593-45.5% | $4,194-40.3% |
| Participant deferral / active EE | $6,185 | $8,237-24.9% | $7,906-21.8% | $6,396-3.3% |
| Admin fee / account holder | $2,936 | $14,976-80.4% | $13,708-78.6% | $12,562-76.6% |