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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 | $93,898 | $210,991-55.5% | $153,741-38.9% | $145,897-35.6% |
| Participation rate | 61.5% | 82.1%-20.6pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 13.43% | 13.46%0pp | 15.71%-2.3pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,370 | $6,057-60.9% | $5,042-53.0% | $4,663-49.2% |
| Participant deferral / active EE | $5,466 | $7,979-31.5% | $6,757-19.1% | $6,689-18.3% |
| Admin fee / account holder | $3,265 | $19,490-83.2% | $12,749-74.4% | $13,390-75.6% |