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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 | $81,210 | $185,312-56.2% | $161,489-49.7% | $154,746-47.5% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 16.83% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,762 | $4,769-63.1% | $4,268-58.7% | $4,379-59.8% |
| Participant deferral / active EE | $3,964 | $6,350-37.6% | $5,630-29.6% | $6,730-41.1% |
| Admin fee / account holder | $513 | $18,654-97.3% | $16,006-96.8% | $14,365-96.4% |