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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 | $60,215 | $183,516-67.2% | $155,534-61.3% | $145,884-58.7% |
| Participation rate | 43.5% | 82.7%-39.2pp | 78.2%-34.7pp | 80.3%-36.8pp |
| Annual return | 12.52% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,256 | $5,315-76.4% | $4,675-73.1% | $4,662-73.1% |
| Participant deferral / active EE | $4,147 | $6,467-35.9% | $5,630-26.3% | $6,690-38.0% |
| Admin fee / account holder | $7,103 | $19,293-63.2% | $15,900-55.3% | $13,392-47.0% |