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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 | $76,160 | $172,111-55.7% | $150,298-49.3% | $137,256-44.5% |
| Participation rate | 40.9% | 81.7%-40.8pp | 77.8%-36.9pp | 80.0%-39.1pp |
| Annual return | 18.15% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,162 | $4,636-74.9% | $4,154-72.0% | $4,156-72.0% |
| Participant deferral / active EE | $5,770 | $6,166-6.4% | $5,453+5.8% | $6,407-9.9% |
| Admin fee / account holder | $3,738 | $16,471-77.3% | $14,116-73.5% | $12,270-69.5% |