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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 | $49,304 | $172,111-71.4% | $150,298-67.2% | $137,256-64.1% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 47.21% | 69.37%-22.2pp | 62.79%-15.6pp | 220.34%-173.1pp |
| Employer contribution / active EE | $8,254 | $4,636+78.0% | $4,154+98.7% | $4,156+98.6% |
| Participant deferral / active EE | $5,343 | $6,166-13.4% | $5,453-2.0% | $6,407-16.6% |
| Admin fee / account holder | $552 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |