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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 | $172,111-64.6% | $150,298-59.5% | $137,256-55.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 11.92% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,545 | $4,636-66.7% | $4,154-62.8% | $4,156-62.8% |
| Participant deferral / active EE | $4,281 | $6,166-30.6% | $5,453-21.5% | $6,407-33.2% |
| Admin fee / account holder | $5,303 | $16,471-67.8% | $14,116-62.4% | $12,270-56.8% |