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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 | $44,628 | $172,111-74.1% | $150,298-70.3% | $137,256-67.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.69% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,860 | $4,636-59.9% | $4,154-55.2% | $4,156-55.2% |
| Participant deferral / active EE | $4,057 | $6,166-34.2% | $5,453-25.6% | $6,407-36.7% |
| Admin fee / account holder | $11,090 | $16,471-32.7% | $14,116-21.4% | $12,270-9.6% |