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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 | $71,927 | $154,228-53.4% | $145,433-50.5% | $137,256-47.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.23% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,376 | $4,804-71.3% | $4,554-69.8% | $4,156-66.9% |
| Participant deferral / active EE | $3,617 | $8,216-56.0% | $7,897-54.2% | $6,407-43.5% |
| Admin fee / account holder | $474 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |