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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 | $185,312-58.9% | $161,489-52.8% | $154,746-50.8% |
| Participation rate | 40.9% | 82.5%-41.6pp | 78.7%-37.8pp | 80.7%-39.8pp |
| Annual return | 18.15% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,162 | $4,769-75.6% | $4,268-72.8% | $4,379-73.5% |
| Participant deferral / active EE | $5,770 | $6,350-9.1% | $5,630+2.5% | $6,730-14.3% |
| Admin fee / account holder | $3,738 | $18,654-80.0% | $16,006-76.6% | $14,365-74.0% |