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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 | $57,486 | $172,111-66.6% | $150,298-61.8% | $137,256-58.1% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 16.09% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,793 | $4,636-61.3% | $4,154-56.8% | $4,156-56.9% |
| Participant deferral / active EE | $8,963 | $6,166+45.4% | $5,453+64.4% | $6,407+39.9% |
| Admin fee / account holder | $11,590 | $16,471-29.6% | $14,116-17.9% | $12,270-5.5% |