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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 | $53,939 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 18.02% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,883 | $4,804-60.8% | $4,554-58.7% | $4,156-54.7% |
| Participant deferral / active EE | $7,531 | $8,216-8.3% | $7,897-4.6% | $6,407+17.5% |
| Admin fee / account holder | $1,209 | $14,344-91.6% | $13,129-90.8% | $12,270-90.1% |