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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 | $85,745 | $185,312-53.7% | $161,489-46.9% | $154,746-44.6% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 14.52% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,281 | $4,769-73.1% | $4,268-70.0% | $4,379-70.7% |
| Participant deferral / active EE | $5,738 | $6,350-9.6% | $5,630+1.9% | $6,730-14.7% |
| Admin fee / account holder | $1,099 | $18,654-94.1% | $16,006-93.1% | $14,365-92.3% |