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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 | $88,437 | $174,379-49.3% | $152,093-41.9% | $138,895-36.3% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 16.74% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,711 | $4,652-41.7% | $4,175-35.1% | $4,194-35.4% |
| Participant deferral / active EE | $3,777 | $6,159-38.7% | $5,451-30.7% | $6,396-40.9% |
| Admin fee / account holder | $3,062 | $16,880-81.9% | $14,497-78.9% | $12,562-75.6% |