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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 | $57,539 | $172,111-66.6% | $150,298-61.7% | $137,256-58.1% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 11.74% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,642 | $4,636-64.6% | $4,154-60.5% | $4,156-60.5% |
| Participant deferral / active EE | $2,982 | $6,166-51.6% | $5,453-45.3% | $6,407-53.5% |
| Admin fee / account holder | $1,263 | $16,471-92.3% | $14,116-91.0% | $12,270-89.7% |