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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 | $61,872 | $174,379-64.5% | $152,093-59.3% | $138,895-55.5% |
| Participation rate | 47.6% | 81.6%-34.0pp | 77.8%-30.1pp | 79.9%-32.3pp |
| Annual return | 16.92% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,417 | $4,652-69.5% | $4,175-66.1% | $4,194-66.2% |
| Participant deferral / active EE | $4,301 | $6,159-30.2% | $5,451-21.1% | $6,396-32.8% |
| Admin fee / account holder | $17,765 | $16,880+5.2% | $14,497+22.5% | $12,562+41.4% |