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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 | $62,111 | $92,798-33.1% | $96,707-35.8% | $137,256-54.7% |
| Participation rate | 37.5% | 81.6%-44.1pp | 80.4%-42.9pp | 80.0%-42.5pp |
| Annual return | 12.35% | 31.24%-18.9pp | 34.78%-22.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,371 | $4,147-67.0% | $4,191-67.3% | $4,156-67.0% |
| Participant deferral / active EE | $1,974 | $5,877-66.4% | $5,997-67.1% | $6,407-69.2% |
| Admin fee / account holder | $5,858 | $7,946-26.3% | $7,503-21.9% | $12,270-52.3% |