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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 | $174,379-65.7% | $152,093-60.7% | $138,895-57.0% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 21.98% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,781 | $4,652-61.7% | $4,175-57.3% | $4,194-57.5% |
| Participant deferral / active EE | $5,604 | $6,159-9.0% | $5,451+2.8% | $6,396-12.4% |
| Admin fee / account holder | $574 | $16,880-96.6% | $14,497-96.0% | $12,562-95.4% |