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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 | $63,532 | $172,111-63.1% | $150,298-57.7% | $137,256-53.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 32.18% | 69.37%-37.2pp | 62.79%-30.6pp | 220.34%-188.2pp |
| Employer contribution / active EE | $1,090 | $4,636-76.5% | $4,154-73.8% | $4,156-73.8% |
| Participant deferral / active EE | $6,909 | $6,166+12.1% | $5,453+26.7% | $6,407+7.8% |
| Admin fee / account holder | $1,536 | $16,471-90.7% | $14,116-89.1% | $12,270-87.5% |