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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 | $162,136-73.4% | $152,301-71.7% | $154,746-72.2% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 14.19% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,814 | $4,890-42.5% | $4,624-39.1% | $4,379-35.7% |
| Participant deferral / active EE | $5,841 | $8,341-30.0% | $8,004-27.0% | $6,730-13.2% |
| Admin fee / account holder | $12,686 | $15,759-19.5% | $14,398-11.9% | $14,365-11.7% |