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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 | $62,255 | $156,398-60.2% | $147,318-57.7% | $138,895-55.2% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 79.9%-27.7pp |
| Annual return | 17.60% | 78.75%-61.2pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,676 | $4,853-44.9% | $4,593-41.7% | $4,194-36.2% |
| Participant deferral / active EE | $4,023 | $8,237-51.2% | $7,906-49.1% | $6,396-37.1% |
| Admin fee / account holder | $3,358 | $14,976-77.6% | $13,708-75.5% | $12,562-73.3% |