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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 | $45,060 | $183,627-75.5% | $155,602-71.0% | $145,978-69.1% |
| Participation rate | 55.0% | 82.7%-27.7pp | 78.2%-23.2pp | 80.3%-25.3pp |
| Annual return | 14.44% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,103 | $5,316-60.4% | $4,675-55.0% | $4,662-54.9% |
| Participant deferral / active EE | $6,321 | $6,466-2.2% | $5,629+12.3% | $6,690-5.5% |
| Admin fee / account holder | $1,013 | $19,327-94.8% | $15,923-93.6% | $13,400-92.4% |