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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 | $62,837 | $172,111-63.5% | $150,298-58.2% | $137,256-54.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.25% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,532 | $4,636-67.0% | $4,154-63.1% | $4,156-63.1% |
| Participant deferral / active EE | $3,801 | $6,166-38.4% | $5,453-30.3% | $6,407-40.7% |
| Admin fee / account holder | $975 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |