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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 | $155,555-62.7% | $146,866-60.4% | $155,188-62.6% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.5%-26.3pp | 80.8%-24.6pp |
| Annual return | 17.57% | 115.41%-97.8pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,368 | $4,647-27.5% | $4,425-23.9% | $4,248-20.7% |
| Participant deferral / active EE | $6,554 | $8,044-18.5% | $7,759-15.5% | $6,531+0.3% |
| Admin fee / account holder | $4,851 | $14,755-67.1% | $13,620-64.4% | $14,480-66.5% |