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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 | $87,755 | $154,228-43.1% | $145,433-39.7% | $137,256-36.1% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 17.64% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,674 | $4,804-65.2% | $4,554-63.3% | $4,156-59.7% |
| Participant deferral / active EE | $3,198 | $8,216-61.1% | $7,897-59.5% | $6,407-50.1% |
| Admin fee / account holder | $928 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |