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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 | $181,062-65.8% | $158,223-60.9% | $155,188-60.1% |
| Participation rate | 47.6% | 82.7%-35.0pp | 79.2%-31.6pp | 80.8%-33.2pp |
| Annual return | 16.92% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,417 | $4,565-69.0% | $4,109-65.5% | $4,248-66.6% |
| Participant deferral / active EE | $4,301 | $6,134-29.9% | $5,467-21.3% | $6,531-34.1% |
| Admin fee / account holder | $17,765 | $18,825-5.6% | $16,047+10.7% | $14,480+22.7% |