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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 | $93,575 | $183,516-49.0% | $155,534-39.8% | $145,884-35.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 12.10% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,243 | $5,315-76.6% | $4,675-73.4% | $4,662-73.3% |
| Participant deferral / active EE | $4,630 | $6,467-28.4% | $5,630-17.8% | $6,690-30.8% |
| Admin fee / account holder | $1,149 | $19,293-94.0% | $15,900-92.8% | $13,392-91.4% |