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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 | $88,846 | $162,136-45.2% | $152,301-41.7% | $154,746-42.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.62% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,639 | $4,890-66.5% | $4,624-64.6% | $4,379-62.6% |
| Participant deferral / active EE | $4,848 | $8,341-41.9% | $8,004-39.4% | $6,730-28.0% |
| Admin fee / account holder | $1,028 | $15,759-93.5% | $14,398-92.9% | $14,365-92.8% |