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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 | $94,476 | $174,379-45.8% | $152,093-37.9% | $138,895-32.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 12.40% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $893 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $2,483 | $6,159-59.7% | $5,451-54.5% | $6,396-61.2% |
| Admin fee / account holder | $6,428 | $16,880-61.9% | $14,497-55.7% | $12,562-48.8% |