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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 | $59,254 | $183,516-67.7% | $155,534-61.9% | $145,884-59.4% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 16.19% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,396 | $5,315-73.7% | $4,675-70.1% | $4,662-70.1% |
| Participant deferral / active EE | $8,606 | $6,467+33.1% | $5,630+52.8% | $6,690+28.6% |
| Admin fee / account holder | $698 | $19,293-96.4% | $15,900-95.6% | $13,392-94.8% |