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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 | $82,799 | $155,555-46.8% | $146,866-43.6% | $155,188-46.6% |
| Participation rate | 68.4% | 84.0%-15.5pp | 82.5%-14.1pp | 80.8%-12.4pp |
| Annual return | 16.47% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,607 | $4,647-65.4% | $4,425-63.7% | $4,248-62.2% |
| Participant deferral / active EE | $2,547 | $8,044-68.3% | $7,759-67.2% | $6,531-61.0% |
| Admin fee / account holder | $3,823 | $14,755-74.1% | $13,620-71.9% | $14,480-73.6% |