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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 | $64,193 | $123,155-47.9% | $108,753-41.0% | $155,188-58.6% |
| Participation rate | 59.1% | 75.6%-16.5pp | 71.1%-12.0pp | 80.8%-21.7pp |
| Annual return | 16.78% | 44.73%-28.0pp | 37.47%-20.7pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,487 | $2,811-47.1% | $2,427-38.7% | $4,248-65.0% |
| Participant deferral / active EE | $3,041 | $4,623-34.2% | $4,115-26.1% | $6,531-53.4% |
| Admin fee / account holder | $4,320 | $12,126-64.4% | $10,320-58.1% | $14,480-70.2% |