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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 | $154,228-43.1% | $145,433-39.7% | $137,256-36.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 16.19% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,531 | $4,804-68.1% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $5,982 | $8,216-27.2% | $7,897-24.3% | $6,407-6.6% |
| Admin fee / account holder | $334 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |