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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 | $81,589 | $181,062-54.9% | $158,223-48.4% | $155,188-47.4% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 19.84% | 57.39%-37.5pp | 52.09%-32.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,622 | $4,565-64.5% | $4,109-60.5% | $4,248-61.8% |
| Participant deferral / active EE | $5,803 | $6,134-5.4% | $5,467+6.1% | $6,531-11.1% |
| Admin fee / account holder | $4,670 | $18,825-75.2% | $16,047-70.9% | $14,480-67.7% |