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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 | $82,888 | $162,821-49.1% | $133,978-38.1% | $158,982-47.9% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 15.33% | 41.95%-26.6pp | 45.10%-29.8pp | 302.99%-287.7pp |
| Employer contribution / active EE | $1,167 | $4,976-76.5% | $3,919-70.2% | $4,763-75.5% |
| Participant deferral / active EE | $6,355 | $5,910+7.5% | $5,047+25.9% | $5,983+6.2% |
| Admin fee / account holder | $495 | $11,742-95.8% | $8,930-94.5% | $11,252-95.6% |