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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 | $72,551 | $114,119-36.4% | $107,187-32.3% | $138,895-47.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 14.14% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,406 | $4,059-65.4% | $3,782-62.8% | $4,194-66.5% |
| Participant deferral / active EE | $1,621 | $5,538-70.7% | $5,096-68.2% | $6,396-74.7% |
| Admin fee / account holder | $1,633 | $10,024-83.7% | $9,162-82.2% | $12,562-87.0% |