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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 | $71,573 | $174,379-59.0% | $152,093-52.9% | $138,895-48.5% |
| Participation rate | 63.2% | 81.6%-18.5pp | 77.8%-14.6pp | 79.9%-16.8pp |
| Annual return | 22.13% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,226 | $4,652-52.1% | $4,175-46.7% | $4,194-46.9% |
| Participant deferral / active EE | $5,362 | $6,159-12.9% | $5,451-1.6% | $6,396-16.2% |
| Admin fee / account holder | $4,052 | $16,880-76.0% | $14,497-72.0% | $12,562-67.7% |