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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 | $59,758 | $185,312-67.8% | $161,489-63.0% | $154,746-61.4% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 21.98% | 103.84%-81.9pp | 89.72%-67.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,781 | $4,769-62.7% | $4,268-58.3% | $4,379-59.3% |
| Participant deferral / active EE | $5,604 | $6,350-11.7% | $5,630-0.5% | $6,730-16.7% |
| Admin fee / account holder | $574 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |