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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 | $80,844 | $106,247-23.9% | $96,515-16.2% | $139,466-42.0% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.3%-30.6pp | 80.3%-36.6pp |
| Annual return | 18.07% | 38.47%-20.4pp | 35.73%-17.7pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,469 | $4,106-64.2% | $3,740-60.7% | $4,754-69.1% |
| Participant deferral / active EE | $4,114 | $5,456-24.6% | $4,880-15.7% | $6,712-38.7% |
| Admin fee / account holder | $488 | $7,885-93.8% | $6,735-92.8% | $11,409-95.7% |