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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 | $60,248 | $92,798-35.1% | $96,707-37.7% | $137,256-56.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 15.85% | 31.24%-15.4pp | 34.78%-18.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,902 | $4,147-54.2% | $4,191-54.6% | $4,156-54.2% |
| Participant deferral / active EE | $4,884 | $5,877-16.9% | $5,997-18.6% | $6,407-23.8% |
| Admin fee / account holder | $1,227 | $7,946-84.6% | $7,503-83.7% | $12,270-90.0% |