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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 | $43,091 | $154,228-72.1% | $145,433-70.4% | $137,256-68.6% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 14.19% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,814 | $4,804-41.4% | $4,554-38.2% | $4,156-32.3% |
| Participant deferral / active EE | $5,841 | $8,216-28.9% | $7,897-26.0% | $6,407-8.8% |
| Admin fee / account holder | $12,686 | $14,344-11.6% | $13,129-3.4% | $12,270+3.4% |