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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 | $54,054 | $185,905-70.9% | $170,057-68.2% | $139,487-61.2% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 18.97% | 60.56%-41.6pp | 53.42%-34.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $2,004 | $7,597-73.6% | $6,790-70.5% | $4,755-57.8% |
| Participant deferral / active EE | $5,796 | $11,627-50.2% | $10,411-44.3% | $6,713-13.7% |
| Admin fee / account holder | $2,248 | $15,397-85.4% | $12,826-82.5% | $11,407-80.3% |