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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 | $117,664 | $166,089-29.2% | $164,928-28.7% | $145,978-19.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 23.04% | 100.26%-77.2pp | 70.08%-47.0pp | 550.52%-527.5pp |
| Employer contribution / active EE | $1,266 | $5,276-76.0% | $4,343-70.9% | $4,662-72.9% |
| Participant deferral / active EE | $7,386 | $6,961+6.1% | $6,034+22.4% | $6,690+10.4% |
| Admin fee / account holder | $981 | $16,641-94.1% | $12,684-92.3% | $13,400-92.7% |