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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 | $61,733 | $172,111-64.1% | $150,298-58.9% | $137,256-55.0% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 27.39% | 69.37%-42.0pp | 62.79%-35.4pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,633 | $4,636-64.8% | $4,154-60.7% | $4,156-60.7% |
| Participant deferral / active EE | $3,785 | $6,166-38.6% | $5,453-30.6% | $6,407-40.9% |
| Admin fee / account holder | $1,753 | $16,471-89.4% | $14,116-87.6% | $12,270-85.7% |