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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 | $97,592 | $210,991-53.7% | $153,741-36.5% | $145,897-33.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 12.48% | 13.46%-1.0pp | 15.71%-3.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,637 | $6,057-73.0% | $5,042-67.5% | $4,663-64.9% |
| Participant deferral / active EE | $4,097 | $7,979-48.7% | $6,757-39.4% | $6,689-38.7% |
| Admin fee / account holder | $5,184 | $19,490-73.4% | $12,749-59.3% | $13,390-61.3% |