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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 | $54,988 | $178,174-69.1% | $156,181-64.8% | $137,256-59.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 16.29% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,199 | $4,972-75.9% | $4,294-72.1% | $4,156-71.2% |
| Participant deferral / active EE | $5,493 | $6,888-20.3% | $6,132-10.4% | $6,407-14.3% |
| Admin fee / account holder | $581 | $17,404-96.7% | $14,586-96.0% | $12,270-95.3% |