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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 | $63,313 | $174,379-63.7% | $152,093-58.4% | $138,895-54.4% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 17.16% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,789 | $4,652-61.5% | $4,175-57.1% | $4,194-57.3% |
| Participant deferral / active EE | $3,717 | $6,159-39.7% | $5,451-31.8% | $6,396-41.9% |
| Admin fee / account holder | $1,314 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |