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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 | $85,358 | $182,442-53.2% | $163,379-47.8% | $138,895-38.5% |
| Participation rate | 46.7% | 79.8%-33.1pp | 76.8%-30.2pp | 79.9%-33.3pp |
| Annual return | 17.01% | 72.74%-55.7pp | 63.41%-46.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,553 | $4,159-62.7% | $3,752-58.6% | $4,194-63.0% |
| Participant deferral / active EE | $6,016 | $6,817-11.8% | $6,282-4.2% | $6,396-5.9% |
| Admin fee / account holder | $3,166 | $10,396-69.5% | $9,818-67.8% | $12,562-74.8% |