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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 | $68,663 | $174,379-60.6% | $152,093-54.9% | $138,895-50.6% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 15.47% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,244 | $4,652-73.3% | $4,175-70.2% | $4,194-70.3% |
| Participant deferral / active EE | $2,957 | $6,159-52.0% | $5,451-45.8% | $6,396-53.8% |
| Admin fee / account holder | $576 | $16,880-96.6% | $14,497-96.0% | $12,562-95.4% |