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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 | $50,290 | $154,228-67.4% | $145,433-65.4% | $137,256-63.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.66% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,503 | $4,804-47.9% | $4,554-45.0% | $4,156-39.8% |
| Participant deferral / active EE | $4,872 | $8,216-40.7% | $7,897-38.3% | $6,407-23.9% |
| Admin fee / account holder | $1,424 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |