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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 | $78,498 | $154,228-49.1% | $145,433-46.0% | $137,256-42.8% |
| Participation rate | 52.6% | 83.8%-31.2pp | 82.1%-29.5pp | 80.0%-27.3pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,696 | $4,804-64.7% | $4,554-62.8% | $4,156-59.2% |
| Participant deferral / active EE | $4,274 | $8,216-48.0% | $7,897-45.9% | $6,407-33.3% |
| Admin fee / account holder | $1,406 | $14,344-90.2% | $13,129-89.3% | $12,270-88.5% |