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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 | $69,484 | $172,111-59.6% | $150,298-53.8% | $137,256-49.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.09% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,462 | $4,636-68.5% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $4,422 | $6,166-28.3% | $5,453-18.9% | $6,407-31.0% |
| Admin fee / account holder | $3,820 | $16,471-76.8% | $14,116-72.9% | $12,270-68.9% |