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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 | $83,992 | $209,336-59.9% | $197,124-57.4% | $137,256-38.8% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 19.88% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,396 | $6,591-63.6% | $6,227-61.5% | $4,156-42.3% |
| Participant deferral / active EE | $6,181 | $9,614-35.7% | $9,135-32.3% | $6,407-3.5% |
| Admin fee / account holder | $883 | $17,308-94.9% | $16,298-94.6% | $12,270-92.8% |