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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 | $60,019 | $114,119-47.4% | $107,187-44.0% | $138,895-56.8% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 79.9%-48.7pp |
| Annual return | 23.74% | 273.21%-249.5pp | 204.55%-180.8pp | 145.39%-121.7pp |
| Employer contribution / active EE | $876 | $4,059-78.4% | $3,782-76.9% | $4,194-79.1% |
| Participant deferral / active EE | $4,671 | $5,538-15.7% | $5,096-8.3% | $6,396-27.0% |
| Admin fee / account holder | $1,210 | $10,024-87.9% | $9,162-86.8% | $12,562-90.4% |