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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 | $67,368 | $172,111-60.9% | $150,298-55.2% | $137,256-50.9% |
| Participation rate | 45.8% | 81.7%-35.9pp | 77.8%-31.9pp | 80.0%-34.1pp |
| Annual return | 19.30% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,433 | $4,636-69.1% | $4,154-65.5% | $4,156-65.5% |
| Participant deferral / active EE | $2,277 | $6,166-63.1% | $5,453-58.2% | $6,407-64.5% |
| Admin fee / account holder | $2,225 | $16,471-86.5% | $14,116-84.2% | $12,270-81.9% |