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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 | $185,312-56.0% | $161,489-49.5% | $154,746-47.3% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 19.84% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,622 | $4,769-66.0% | $4,268-62.0% | $4,379-63.0% |
| Participant deferral / active EE | $5,803 | $6,350-8.6% | $5,630+3.1% | $6,730-13.8% |
| Admin fee / account holder | $4,670 | $18,654-75.0% | $16,006-70.8% | $14,365-67.5% |