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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 | $53,906 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,640 | $4,804-65.9% | $4,554-64.0% | $4,156-60.5% |
| Participant deferral / active EE | $3,681 | $8,216-55.2% | $7,897-53.4% | $6,407-42.5% |
| Admin fee / account holder | $496 | $14,344-96.5% | $13,129-96.2% | $12,270-96.0% |