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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 | $123,898-51.4% | $116,538-48.3% | $155,188-61.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.8%-14.1pp |
| Annual return | 15.85% | 16.04%-0.2pp | 17.97%-2.1pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,902 | $4,739-59.9% | $4,541-58.1% | $4,248-55.2% |
| Participant deferral / active EE | $4,884 | $6,400-23.7% | $6,207-21.3% | $6,531-25.2% |
| Admin fee / account holder | $1,227 | $9,174-86.6% | $8,737-86.0% | $14,480-91.5% |