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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 | $82,387 | $154,228-46.6% | $145,433-43.4% | $137,256-40.0% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,568 | $4,804-67.4% | $4,554-65.6% | $4,156-62.3% |
| Participant deferral / active EE | $4,282 | $8,216-47.9% | $7,897-45.8% | $6,407-33.2% |
| Admin fee / account holder | $896 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |