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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 | $154,228-59.6% | $145,433-57.2% | $137,256-54.6% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 17.60% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,676 | $4,804-44.3% | $4,554-41.2% | $4,156-35.6% |
| Participant deferral / active EE | $4,023 | $8,216-51.0% | $7,897-49.1% | $6,407-37.2% |
| Admin fee / account holder | $3,358 | $14,344-76.6% | $13,129-74.4% | $12,270-72.6% |