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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 | $71,904 | $154,228-53.4% | $145,433-50.6% | $137,256-47.6% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,072 | $4,804-77.7% | $4,554-76.5% | $4,156-74.2% |
| Participant deferral / active EE | $3,857 | $8,216-53.1% | $7,897-51.2% | $6,407-39.8% |
| Admin fee / account holder | $544 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |