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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 | $70,805 | $172,111-58.9% | $150,298-52.9% | $137,256-48.4% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 17.74% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,852 | $4,636-60.1% | $4,154-55.4% | $4,156-55.4% |
| Participant deferral / active EE | $4,117 | $6,166-33.2% | $5,453-24.5% | $6,407-35.7% |
| Admin fee / account holder | $14,006 | $16,471-15.0% | $14,116-0.8% | $12,270+14.1% |