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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 | $50,660 | $185,312-72.7% | $161,489-68.6% | $154,746-67.3% |
| Participation rate | 43.5% | 82.5%-39.0pp | 78.7%-35.2pp | 80.7%-37.2pp |
| Annual return | 20.54% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,679 | $4,769-64.8% | $4,268-60.7% | $4,379-61.7% |
| Participant deferral / active EE | $2,904 | $6,350-54.3% | $5,630-48.4% | $6,730-56.8% |
| Admin fee / account holder | $2,969 | $18,654-84.1% | $16,006-81.5% | $14,365-79.3% |