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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 | $59,631 | $155,555-61.7% | $146,866-59.4% | $155,188-61.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 19.55% | 115.41%-95.9pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,934 | $4,647-58.4% | $4,425-56.3% | $4,248-54.5% |
| Participant deferral / active EE | $5,421 | $8,044-32.6% | $7,759-30.1% | $6,531-17.0% |
| Admin fee / account holder | $9,453 | $14,755-35.9% | $13,620-30.6% | $14,480-34.7% |