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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 | $44,249 | $172,111-74.3% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 15.96% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,905 | $4,636-58.9% | $4,154-54.1% | $4,156-54.2% |
| Participant deferral / active EE | $4,112 | $6,166-33.3% | $5,453-24.6% | $6,407-35.8% |
| Admin fee / account holder | $4,663 | $16,471-71.7% | $14,116-67.0% | $12,270-62.0% |