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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 | $84,804 | $181,062-53.2% | $158,223-46.4% | $155,188-45.4% |
| Participation rate | 61.5% | 82.7%-21.1pp | 79.2%-17.7pp | 80.8%-19.3pp |
| Annual return | 21.18% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,287 | $4,565-71.8% | $4,109-68.7% | $4,248-69.7% |
| Participant deferral / active EE | $6,336 | $6,134+3.3% | $5,467+15.9% | $6,531-3.0% |
| Admin fee / account holder | $1,138 | $18,825-94.0% | $16,047-92.9% | $14,480-92.1% |