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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 | $53,425 | $155,555-65.7% | $146,866-63.6% | $155,188-65.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 15.52% | 115.41%-99.9pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,468 | $4,647-68.4% | $4,425-66.8% | $4,248-65.4% |
| Participant deferral / active EE | $5,897 | $8,044-26.7% | $7,759-24.0% | $6,531-9.7% |
| Admin fee / account holder | $8,944 | $14,755-39.4% | $13,620-34.3% | $14,480-38.2% |