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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 | $81,759 | $154,228-47.0% | $145,433-43.8% | $137,256-40.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 15.01% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,299 | $4,804-73.0% | $4,554-71.5% | $4,156-68.8% |
| Participant deferral / active EE | $3,532 | $8,216-57.0% | $7,897-55.3% | $6,407-44.9% |
| Admin fee / account holder | $1,482 | $14,344-89.7% | $13,129-88.7% | $12,270-87.9% |