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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 | $64,507 | $211,288-69.5% | $178,540-63.9% | $145,884-55.8% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 17.29% | 30.27%-13.0pp | 27.15%-9.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,738 | $4,574-40.1% | $3,953-30.7% | $4,662-41.3% |
| Participant deferral / active EE | $4,946 | $6,967-29.0% | $6,281-21.3% | $6,690-26.1% |
| Admin fee / account holder | $8,316 | $12,105-31.3% | $10,424-20.2% | $13,392-37.9% |