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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 | $174,379-69.1% | $152,093-64.6% | $138,895-61.3% |
| Participation rate | 65.0% | 81.6%-16.6pp | 77.8%-12.8pp | 79.9%-14.9pp |
| Annual return | 18.87% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,479 | $4,652-68.2% | $4,175-64.6% | $4,194-64.7% |
| Participant deferral / active EE | $4,690 | $6,159-23.8% | $5,451-14.0% | $6,396-26.7% |
| Admin fee / account holder | $4,535 | $16,880-73.1% | $14,497-68.7% | $12,562-63.9% |