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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 | $69,047 | $185,312-62.7% | $161,489-57.2% | $154,746-55.4% |
| Participation rate | 31.6% | 82.5%-50.9pp | 78.7%-47.1pp | 80.7%-49.1pp |
| Annual return | 16.88% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,033 | $4,769-78.3% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $2,513 | $6,350-60.4% | $5,630-55.4% | $6,730-62.7% |
| Admin fee / account holder | $5,675 | $18,654-69.6% | $16,006-64.5% | $14,365-60.5% |