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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 | $64,800 | $174,379-62.8% | $152,093-57.4% | $138,895-53.3% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 20.32% | 74.86%-54.5pp | 66.36%-46.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,349 | $4,652-71.0% | $4,175-67.7% | $4,194-67.8% |
| Participant deferral / active EE | $3,035 | $6,159-50.7% | $5,451-44.3% | $6,396-52.6% |
| Admin fee / account holder | $1,111 | $16,880-93.4% | $14,497-92.3% | $12,562-91.2% |