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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 | $85,432 | $185,312-53.9% | $161,489-47.1% | $154,746-44.8% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 19.38% | 103.84%-84.5pp | 89.72%-70.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,677 | $4,769-64.8% | $4,268-60.7% | $4,379-61.7% |
| Participant deferral / active EE | $2,676 | $6,350-57.9% | $5,630-52.5% | $6,730-60.2% |
| Admin fee / account holder | $1,546 | $18,654-91.7% | $16,006-90.3% | $14,365-89.2% |