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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 | $67,976 | $102,938-34.0% | $94,105-27.8% | $138,895-51.1% |
| Participation rate | 36.8% | 74.6%-37.8pp | 71.9%-35.1pp | 79.9%-43.1pp |
| Annual return | 15.59% | 250.28%-234.7pp | 204.55%-189.0pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,523 | $2,732-44.2% | $2,504-39.2% | $4,194-63.7% |
| Participant deferral / active EE | $4,347 | $4,196+3.6% | $3,881+12.0% | $6,396-32.0% |
| Admin fee / account holder | $585 | $6,600-91.1% | $6,199-90.6% | $12,562-95.3% |