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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 | $55,026 | $185,312-70.3% | $161,489-65.9% | $154,746-64.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 16.56% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,277 | $4,769-73.2% | $4,268-70.1% | $4,379-70.8% |
| Participant deferral / active EE | $2,750 | $6,350-56.7% | $5,630-51.1% | $6,730-59.1% |
| Admin fee / account holder | $542 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |