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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 | $51,364 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 80.0%-25.0pp |
| Annual return | 20.42% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,048 | $4,804-78.2% | $4,554-77.0% | $4,156-74.8% |
| Participant deferral / active EE | $4,065 | $8,216-50.5% | $7,897-48.5% | $6,407-36.6% |
| Admin fee / account holder | $316 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |