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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 | $83,762 | $181,062-53.7% | $158,223-47.1% | $155,188-46.0% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 15.77% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,457 | $4,565-68.1% | $4,109-64.5% | $4,248-65.7% |
| Participant deferral / active EE | $4,171 | $6,134-32.0% | $5,467-23.7% | $6,531-36.1% |
| Admin fee / account holder | $13,333 | $18,825-29.2% | $16,047-16.9% | $14,480-7.9% |