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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 | $64,193 | $172,111-62.7% | $150,298-57.3% | $137,256-53.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 20.74% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,438 | $4,636-69.0% | $4,154-65.4% | $4,156-65.4% |
| Participant deferral / active EE | $4,798 | $6,166-22.2% | $5,453-12.0% | $6,407-25.1% |
| Admin fee / account holder | $647 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |