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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 | $56,187 | $181,062-69.0% | $158,223-64.5% | $155,188-63.8% |
| Participation rate | 56.5% | 82.7%-26.1pp | 79.2%-22.7pp | 80.8%-24.3pp |
| Annual return | 16.65% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,178 | $4,565-74.2% | $4,109-71.3% | $4,248-72.3% |
| Participant deferral / active EE | $4,152 | $6,134-32.3% | $5,467-24.1% | $6,531-36.4% |
| Admin fee / account holder | $1,783 | $18,825-90.5% | $16,047-88.9% | $14,480-87.7% |