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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 | $64,516 | $172,111-62.5% | $150,298-57.1% | $137,256-53.0% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | 19.00% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,156 | $4,636-53.5% | $4,154-48.1% | $4,156-48.1% |
| Participant deferral / active EE | $3,359 | $6,166-45.5% | $5,453-38.4% | $6,407-47.6% |
| Admin fee / account holder | $324 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |