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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 | $71,595 | $185,312-61.4% | $161,489-55.7% | $154,746-53.7% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 14.14% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,027 | $4,769-78.5% | $4,268-75.9% | $4,379-76.6% |
| Participant deferral / active EE | $2,087 | $6,350-67.1% | $5,630-62.9% | $6,730-69.0% |
| Admin fee / account holder | $1,220 | $18,654-93.5% | $16,006-92.4% | $14,365-91.5% |