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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 | $73,966 | $185,312-60.1% | $161,489-54.2% | $154,746-52.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.16% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,307 | $4,769-51.6% | $4,268-45.9% | $4,379-47.3% |
| Participant deferral / active EE | $3,034 | $6,350-52.2% | $5,630-46.1% | $6,730-54.9% |
| Admin fee / account holder | $12,785 | $18,654-31.5% | $16,006-20.1% | $14,365-11.0% |