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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 | $75,839 | $114,119-33.5% | $107,187-29.2% | $138,895-45.4% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 79.9%-19.0pp |
| Annual return | 14.93% | 273.21%-258.3pp | 204.55%-189.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,642 | $4,059-59.5% | $3,782-56.6% | $4,194-60.8% |
| Participant deferral / active EE | $2,740 | $5,538-50.5% | $5,096-46.2% | $6,396-57.2% |
| Admin fee / account holder | $1,167 | $10,024-88.4% | $9,162-87.3% | $12,562-90.7% |