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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 | $85,430 | $154,228-44.6% | $145,433-41.3% | $137,256-37.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.99% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $880 | $4,804-81.7% | $4,554-80.7% | $4,156-78.8% |
| Participant deferral / active EE | $5,260 | $8,216-36.0% | $7,897-33.4% | $6,407-17.9% |
| Admin fee / account holder | $10,231 | $14,344-28.7% | $13,129-22.1% | $12,270-16.6% |