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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 | $53,797 | $185,312-71.0% | $161,489-66.7% | $154,746-65.2% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.7%-13.7pp | 80.7%-15.7pp |
| Annual return | 18.87% | 103.84%-85.0pp | 89.72%-70.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,479 | $4,769-69.0% | $4,268-65.4% | $4,379-66.2% |
| Participant deferral / active EE | $4,690 | $6,350-26.1% | $5,630-16.7% | $6,730-30.3% |
| Admin fee / account holder | $4,535 | $18,654-75.7% | $16,006-71.7% | $14,365-68.4% |