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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 | $61,982 | $100,970-38.6% | $96,576-35.8% | $137,256-54.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 12.69% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,855 | $3,809-51.3% | $3,553-47.8% | $4,156-55.4% |
| Participant deferral / active EE | $4,369 | $8,286-47.3% | $7,956-45.1% | $6,407-31.8% |
| Admin fee / account holder | $18,357 | $11,312+62.3% | $11,381+61.3% | $12,270+49.6% |