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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 | $56,120 | $172,111-67.4% | $150,298-62.7% | $137,256-59.1% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 14.58% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,393 | $4,636-69.9% | $4,154-66.5% | $4,156-66.5% |
| Participant deferral / active EE | $2,415 | $6,166-60.8% | $5,453-55.7% | $6,407-62.3% |
| Admin fee / account holder | $593 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |