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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 | $79,842 | $100,970-20.9% | $96,576-17.3% | $137,256-41.8% |
| Participation rate | 52.9% | 82.6%-29.7pp | 81.4%-28.5pp | 80.0%-27.0pp |
| Annual return | 16.29% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,057 | $3,809-19.7% | $3,553-14.0% | $4,156-26.4% |
| Participant deferral / active EE | $5,322 | $8,286-35.8% | $7,956-33.1% | $6,407-16.9% |
| Admin fee / account holder | $480 | $11,312-95.8% | $11,381-95.8% | $12,270-96.1% |