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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 | $81,349 | $154,228-47.3% | $145,433-44.1% | $137,256-40.7% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 17.21% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,510 | $4,804-68.6% | $4,554-66.8% | $4,156-63.7% |
| Participant deferral / active EE | $7,143 | $8,216-13.1% | $7,897-9.6% | $6,407+11.5% |
| Admin fee / account holder | $11,879 | $14,344-17.2% | $13,129-9.5% | $12,270-3.2% |