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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 | $51,640 | $156,398-67.0% | $147,318-64.9% | $138,895-62.8% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-18.9pp | 79.9%-16.8pp |
| Annual return | 18.43% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,011 | $4,853-58.6% | $4,593-56.2% | $4,194-52.1% |
| Participant deferral / active EE | $3,945 | $8,237-52.1% | $7,906-50.1% | $6,396-38.3% |
| Admin fee / account holder | $415 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |