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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 | $74,172 | $228,395-67.5% | $185,861-60.1% | $158,982-53.3% |
| Participation rate | 58.3% | 82.3%-24.0pp | 78.0%-19.7pp | 82.0%-23.6pp |
| Annual return | 20.08% | 40.82%-20.7pp | 35.96%-15.9pp | 302.99%-282.9pp |
| Employer contribution / active EE | $659 | $4,968-86.7% | $4,088-83.9% | $4,763-86.2% |
| Participant deferral / active EE | $2,858 | $6,417-55.5% | $5,634-49.3% | $5,983-52.2% |
| Admin fee / account holder | $4,461 | $11,869-62.4% | $9,503-53.1% | $11,252-60.3% |