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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 | $162,136-49.8% | $152,301-46.6% | $154,746-47.4% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 17.21% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,510 | $4,890-69.1% | $4,624-67.3% | $4,379-65.5% |
| Participant deferral / active EE | $7,143 | $8,341-14.4% | $8,004-10.8% | $6,730+6.1% |
| Admin fee / account holder | $11,879 | $15,759-24.6% | $14,398-17.5% | $14,365-17.3% |