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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 | $87,959 | $154,228-43.0% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 19.83% | 74.59%-54.8pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,969 | $4,804-59.0% | $4,554-56.8% | $4,156-52.6% |
| Participant deferral / active EE | $4,754 | $8,216-42.1% | $7,897-39.8% | $6,407-25.8% |
| Admin fee / account holder | $5,454 | $14,344-62.0% | $13,129-58.5% | $12,270-55.6% |