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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 | $58,015 | $199,109-70.9% | $173,730-66.6% | $154,746-62.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 14.75% | 20.02%-5.3pp | 19.96%-5.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,566 | $5,311-70.5% | $4,577-65.8% | $4,379-64.2% |
| Participant deferral / active EE | $3,385 | $7,113-52.4% | $6,326-46.5% | $6,730-49.7% |
| Admin fee / account holder | $453 | $20,916-97.8% | $17,523-97.4% | $14,365-96.8% |