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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 | $172,111-68.7% | $150,298-64.2% | $137,256-60.8% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 18.87% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,479 | $4,636-68.1% | $4,154-64.4% | $4,156-64.4% |
| Participant deferral / active EE | $4,690 | $6,166-23.9% | $5,453-14.0% | $6,407-26.8% |
| Admin fee / account holder | $4,535 | $16,471-72.5% | $14,116-67.9% | $12,270-63.0% |