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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 | $52,839 | $154,228-65.7% | $145,433-63.7% | $137,256-61.5% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 16.42% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,278 | $4,804-73.4% | $4,554-71.9% | $4,156-69.3% |
| Participant deferral / active EE | $5,536 | $8,216-32.6% | $7,897-29.9% | $6,407-13.6% |
| Admin fee / account holder | $14,655 | $14,344+2.2% | $13,129+11.6% | $12,270+19.4% |