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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 | $58,091 | $154,228-62.3% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 17.57% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,368 | $4,804-29.9% | $4,554-26.0% | $4,156-19.0% |
| Participant deferral / active EE | $6,554 | $8,216-20.2% | $7,897-17.0% | $6,407+2.3% |
| Admin fee / account holder | $4,851 | $14,344-66.2% | $13,129-63.1% | $12,270-60.5% |