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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 | $68,468 | $139,948-51.1% | $121,663-43.7% | $154,746-55.8% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 14.98% | 230.52%-215.5pp | 147.54%-132.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,596 | $3,521-54.7% | $3,020-47.2% | $4,379-63.6% |
| Participant deferral / active EE | $3,589 | $5,629-36.2% | $4,887-26.6% | $6,730-46.7% |
| Admin fee / account holder | $2,160 | $17,321-87.5% | $14,289-84.9% | $14,365-85.0% |