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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 | $91,266 | $154,228-40.8% | $145,433-37.2% | $137,256-33.5% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 19.74% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,685 | $4,804-64.9% | $4,554-63.0% | $4,156-59.5% |
| Participant deferral / active EE | $4,541 | $8,216-44.7% | $7,897-42.5% | $6,407-29.1% |
| Admin fee / account holder | $2,123 | $14,344-85.2% | $13,129-83.8% | $12,270-82.7% |