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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 | $94,907 | $185,312-48.8% | $161,489-41.2% | $154,746-38.7% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 15.51% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,779 | $4,769-62.7% | $4,268-58.3% | $4,379-59.4% |
| Participant deferral / active EE | $4,795 | $6,350-24.5% | $5,630-14.8% | $6,730-28.7% |
| Admin fee / account holder | $5,918 | $18,654-68.3% | $16,006-63.0% | $14,365-58.8% |