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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 | $63,412 | $155,555-59.2% | $146,866-56.8% | $155,188-59.1% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.5%-20.6pp | 80.8%-18.9pp |
| Annual return | 18.80% | 115.41%-96.6pp | 102.85%-84.1pp | 148.84%-130.0pp |
| Employer contribution / active EE | $2,389 | $4,647-48.6% | $4,425-46.0% | $4,248-43.8% |
| Participant deferral / active EE | $5,575 | $8,044-30.7% | $7,759-28.1% | $6,531-14.6% |
| Admin fee / account holder | $13,588 | $14,755-7.9% | $13,620-0.2% | $14,480-6.2% |