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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 | $154,228-65.4% | $145,433-63.3% | $137,256-61.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,468 | $4,804-69.4% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $5,897 | $8,216-28.2% | $7,897-25.3% | $6,407-8.0% |
| Admin fee / account holder | $8,944 | $14,344-37.6% | $13,129-31.9% | $12,270-27.1% |