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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 | $83,448 | $212,386-60.7% | $199,883-58.3% | $138,895-39.9% |
| Participation rate | 55.6% | 87.4%-31.8pp | 86.8%-31.2pp | 79.9%-24.4pp |
| Annual return | 22.60% | 47.75%-25.1pp | 43.81%-21.2pp | 145.39%-122.8pp |
| Employer contribution / active EE | $1,426 | $6,625-78.5% | $6,261-77.2% | $4,194-66.0% |
| Participant deferral / active EE | $5,174 | $9,617-46.2% | $9,138-43.4% | $6,396-19.1% |
| Admin fee / account holder | $506 | $18,233-97.2% | $17,268-97.1% | $12,562-96.0% |