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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 | $61,192 | $154,228-60.3% | $145,433-57.9% | $137,256-55.4% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 17.25% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,431 | $4,804-49.4% | $4,554-46.6% | $4,156-41.5% |
| Participant deferral / active EE | $5,484 | $8,216-33.2% | $7,897-30.6% | $6,407-14.4% |
| Admin fee / account holder | $8,977 | $14,344-37.4% | $13,129-31.6% | $12,270-26.8% |