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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 | $62,659 | $185,312-66.2% | $161,489-61.2% | $154,746-59.5% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 17.02% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,513 | $4,769-26.3% | $4,268-17.7% | $4,379-19.8% |
| Participant deferral / active EE | $4,988 | $6,350-21.4% | $5,630-11.4% | $6,730-25.9% |
| Admin fee / account holder | $1,266 | $18,654-93.2% | $16,006-92.1% | $14,365-91.2% |