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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 | $60,884 | $174,379-65.1% | $152,093-60.0% | $138,895-56.2% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 15.93% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,941 | $4,652-58.3% | $4,175-53.5% | $4,194-53.7% |
| Participant deferral / active EE | $5,814 | $6,159-5.6% | $5,451+6.6% | $6,396-9.1% |
| Admin fee / account holder | $2,469 | $16,880-85.4% | $14,497-83.0% | $12,562-80.3% |