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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 | $64,118 | $185,312-65.4% | $161,489-60.3% | $154,746-58.6% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.7%-23.7pp | 80.7%-25.7pp |
| Annual return | 18.69% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,550 | $4,769-67.5% | $4,268-63.7% | $4,379-64.6% |
| Participant deferral / active EE | $3,992 | $6,350-37.1% | $5,630-29.1% | $6,730-40.7% |
| Admin fee / account holder | $2,388 | $18,654-87.2% | $16,006-85.1% | $14,365-83.4% |