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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 | $47,897 | $172,111-72.2% | $150,298-68.1% | $137,256-65.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 21.83% | 69.37%-47.5pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,188 | $4,636-74.4% | $4,154-71.4% | $4,156-71.4% |
| Participant deferral / active EE | $5,111 | $6,166-17.1% | $5,453-6.3% | $6,407-20.2% |
| Admin fee / account holder | $2,370 | $16,471-85.6% | $14,116-83.2% | $12,270-80.7% |