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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 | $75,046 | $185,312-59.5% | $161,489-53.5% | $154,746-51.5% |
| Participation rate | 35.0% | 82.5%-47.5pp | 78.7%-43.7pp | 80.7%-45.7pp |
| Annual return | 18.49% | 103.84%-85.4pp | 89.72%-71.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,085 | $4,769-77.2% | $4,268-74.6% | $4,379-75.2% |
| Participant deferral / active EE | $3,149 | $6,350-50.4% | $5,630-44.1% | $6,730-53.2% |
| Admin fee / account holder | $7,281 | $18,654-61.0% | $16,006-54.5% | $14,365-49.3% |