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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 | $83,693 | $178,174-53.0% | $156,181-46.4% | $137,256-39.0% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.8%-50.3pp | 80.0%-51.4pp |
| Annual return | 17.96% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,439 | $4,972-71.1% | $4,294-66.5% | $4,156-65.4% |
| Participant deferral / active EE | $4,284 | $6,888-37.8% | $6,132-30.1% | $6,407-33.1% |
| Admin fee / account holder | $2,919 | $17,404-83.2% | $14,586-80.0% | $12,270-76.2% |