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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 | $77,396 | $174,379-55.6% | $152,093-49.1% | $138,895-44.3% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 21.96% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,412 | $4,652-69.6% | $4,175-66.2% | $4,194-66.3% |
| Participant deferral / active EE | $6,252 | $6,159+1.5% | $5,451+14.7% | $6,396-2.3% |
| Admin fee / account holder | $800 | $16,880-95.3% | $14,497-94.5% | $12,562-93.6% |