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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 | $46,007 | $172,111-73.3% | $150,298-69.4% | $137,256-66.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 12.84% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,214 | $4,636-52.2% | $4,154-46.7% | $4,156-46.7% |
| Participant deferral / active EE | $2,614 | $6,166-57.6% | $5,453-52.1% | $6,407-59.2% |
| Admin fee / account holder | $1,300 | $16,471-92.1% | $14,116-90.8% | $12,270-89.4% |