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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 | $60,889 | $185,312-67.1% | $161,489-62.3% | $154,746-60.7% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 11.92% | 103.84%-91.9pp | 89.72%-77.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,545 | $4,769-67.6% | $4,268-63.8% | $4,379-64.7% |
| Participant deferral / active EE | $4,281 | $6,350-32.6% | $5,630-24.0% | $6,730-36.4% |
| Admin fee / account holder | $5,303 | $18,654-71.6% | $16,006-66.9% | $14,365-63.1% |