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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 | $56,431 | $185,312-69.5% | $161,489-65.1% | $154,746-63.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 17.10% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,620 | $4,769-66.0% | $4,268-62.0% | $4,379-63.0% |
| Participant deferral / active EE | $2,529 | $6,350-60.2% | $5,630-55.1% | $6,730-62.4% |
| Admin fee / account holder | $3,687 | $18,654-80.2% | $16,006-77.0% | $14,365-74.3% |