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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 | $77,682 | $162,136-52.1% | $152,301-49.0% | $154,746-49.8% |
| Participation rate | 38.1% | 84.1%-46.0pp | 82.4%-44.4pp | 80.7%-42.6pp |
| Annual return | 18.94% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,152 | $4,890-76.5% | $4,624-75.1% | $4,379-73.7% |
| Participant deferral / active EE | $4,553 | $8,341-45.4% | $8,004-43.1% | $6,730-32.4% |
| Admin fee / account holder | $985 | $15,759-93.7% | $14,398-93.2% | $14,365-93.1% |