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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 | $46,751 | $108,226-56.8% | $77,513-39.7% | $158,950-70.6% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 10.46% | 31.67%-21.2pp | 54.81%-44.3pp | 302.91%-292.4pp |
| Employer contribution / active EE | $2,215 | $1,325+67.1% | $987+124.5% | $4,762-53.5% |
| Participant deferral / active EE | $2,658 | $2,456+8.2% | $1,861+42.8% | $5,983-55.6% |
| Admin fee / account holder | $3,058 | $3,710-17.6% | $2,859+7.0% | $11,248-72.8% |