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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 | $67,662 | $154,228-56.1% | $145,433-53.5% | $137,256-50.7% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 18.17% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,027 | $4,804-57.8% | $4,554-55.5% | $4,156-51.2% |
| Participant deferral / active EE | $4,013 | $8,216-51.2% | $7,897-49.2% | $6,407-37.4% |
| Admin fee / account holder | $1,176 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |