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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 | $57,101 | $154,228-63.0% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 80.0%-25.0pp |
| Annual return | 29.67% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.7pp |
| Employer contribution / active EE | $2,037 | $4,804-57.6% | $4,554-55.3% | $4,156-51.0% |
| Participant deferral / active EE | $4,427 | $8,216-46.1% | $7,897-43.9% | $6,407-30.9% |
| Admin fee / account holder | $8,096 | $14,344-43.6% | $13,129-38.3% | $12,270-34.0% |