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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 | $87,750 | $162,136-45.9% | $152,301-42.4% | $154,746-43.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 16.19% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,531 | $4,890-68.7% | $4,624-66.9% | $4,379-65.0% |
| Participant deferral / active EE | $5,982 | $8,341-28.3% | $8,004-25.3% | $6,730-11.1% |
| Admin fee / account holder | $334 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |