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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 | $84,272 | $162,136-48.0% | $152,301-44.7% | $154,746-45.5% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 17.64% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,124 | $4,890-77.0% | $4,624-75.7% | $4,379-74.3% |
| Participant deferral / active EE | $5,886 | $8,341-29.4% | $8,004-26.5% | $6,730-12.5% |
| Admin fee / account holder | $1,013 | $15,759-93.6% | $14,398-93.0% | $14,365-92.9% |