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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 | $67,810 | $182,442-62.8% | $163,379-58.5% | $138,895-51.2% |
| Participation rate | 43.5% | 79.8%-36.3pp | 76.8%-33.3pp | 79.9%-36.4pp |
| Annual return | 17.59% | 72.74%-55.1pp | 63.41%-45.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,126 | $4,159-72.9% | $3,752-70.0% | $4,194-73.1% |
| Participant deferral / active EE | $2,446 | $6,817-64.1% | $6,282-61.1% | $6,396-61.8% |
| Admin fee / account holder | $1,904 | $10,396-81.7% | $9,818-80.6% | $12,562-84.8% |