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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 | $89,427 | $185,312-51.7% | $161,489-44.6% | $154,746-42.2% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.7%-15.5pp | 80.7%-17.5pp |
| Annual return | 16.95% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,048 | $4,769-78.0% | $4,268-75.5% | $4,379-76.1% |
| Participant deferral / active EE | $3,985 | $6,350-37.2% | $5,630-29.2% | $6,730-40.8% |
| Admin fee / account holder | $4,211 | $18,654-77.4% | $16,006-73.7% | $14,365-70.7% |