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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 | $64,544 | $212,386-69.6% | $199,883-67.7% | $138,895-53.5% |
| Participation rate | 64.3% | 87.4%-23.1pp | 86.8%-22.5pp | 79.9%-15.6pp |
| Annual return | 20.98% | 47.75%-26.8pp | 43.81%-22.8pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,609 | $6,625-60.6% | $6,261-58.3% | $4,194-37.8% |
| Participant deferral / active EE | $3,564 | $9,617-62.9% | $9,138-61.0% | $6,396-44.3% |
| Admin fee / account holder | $9,452 | $18,233-48.2% | $17,268-45.3% | $12,562-24.8% |