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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 | $68,410 | $125,778-45.6% | $114,563-40.3% | $154,746-55.8% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.9%-9.7pp | 80.7%-17.5pp |
| Annual return | 16.35% | 295.14%-278.8pp | 241.09%-224.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,019 | $2,806-63.7% | $2,592-60.7% | $4,379-76.7% |
| Participant deferral / active EE | $1,823 | $4,445-59.0% | $4,142-56.0% | $6,730-72.9% |
| Admin fee / account holder | $1,067 | $8,190-87.0% | $7,623-86.0% | $14,365-92.6% |