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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 | $79,064 | $156,398-49.4% | $147,318-46.3% | $138,895-43.1% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.1pp | 79.9%-27.0pp |
| Annual return | 15.72% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,154 | $4,853-76.2% | $4,593-74.9% | $4,194-72.5% |
| Participant deferral / active EE | $3,637 | $8,237-55.8% | $7,906-54.0% | $6,396-43.1% |
| Admin fee / account holder | $519 | $14,976-96.5% | $13,708-96.2% | $12,562-95.9% |