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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 | $57,493 | $100,970-43.1% | $96,576-40.5% | $137,256-58.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 14.19% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,885 | $3,809-50.5% | $3,553-47.0% | $4,156-54.6% |
| Participant deferral / active EE | $11,626 | $8,286+40.3% | $7,956+46.1% | $6,407+81.5% |
| Admin fee / account holder | $14,660 | $11,312+29.6% | $11,381+28.8% | $12,270+19.5% |