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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 | $58,106 | $155,555-62.6% | $146,866-60.4% | $155,188-62.6% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.5%-29.6pp | 80.8%-27.9pp |
| Annual return | 13.62% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,675 | $4,647-64.0% | $4,425-62.1% | $4,248-60.6% |
| Participant deferral / active EE | $3,492 | $8,044-56.6% | $7,759-55.0% | $6,531-46.5% |
| Admin fee / account holder | $3,927 | $14,755-73.4% | $13,620-71.2% | $14,480-72.9% |