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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 | $82,982 | $183,539-54.8% | $155,556-46.7% | $145,897-43.1% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 18.96% | 61.31%-42.3pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,941 | $5,315-63.5% | $4,675-58.5% | $4,663-58.4% |
| Participant deferral / active EE | $4,579 | $6,467-29.2% | $5,631-18.7% | $6,689-31.5% |
| Admin fee / account holder | $1,680 | $19,275-91.3% | $15,885-89.4% | $13,390-87.5% |