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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 | $57,911 | $172,111-66.4% | $150,298-61.5% | $137,256-57.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 18.91% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,676 | $4,636-63.9% | $4,154-59.7% | $4,156-59.7% |
| Participant deferral / active EE | $4,095 | $6,166-33.6% | $5,453-24.9% | $6,407-36.1% |
| Admin fee / account holder | $7,232 | $16,471-56.1% | $14,116-48.8% | $12,270-41.1% |