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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 | $61,338 | $154,228-60.2% | $145,433-57.8% | $137,256-55.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,632 | $4,804-66.0% | $4,554-64.2% | $4,156-60.7% |
| Participant deferral / active EE | $3,850 | $8,216-53.1% | $7,897-51.2% | $6,407-39.9% |
| Admin fee / account holder | $7,392 | $14,344-48.5% | $13,129-43.7% | $12,270-39.8% |