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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 | $174,379-48.7% | $152,093-41.2% | $138,895-35.6% |
| Participation rate | 63.2% | 81.6%-18.5pp | 77.8%-14.6pp | 79.9%-16.8pp |
| Annual return | 16.95% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,048 | $4,652-77.5% | $4,175-74.9% | $4,194-75.0% |
| Participant deferral / active EE | $3,985 | $6,159-35.3% | $5,451-26.9% | $6,396-37.7% |
| Admin fee / account holder | $4,211 | $16,880-75.1% | $14,497-71.0% | $12,562-66.5% |