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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 | $69,576 | $174,379-60.1% | $152,093-54.3% | $138,895-49.9% |
| Participation rate | 56.5% | 81.6%-25.1pp | 77.8%-21.2pp | 79.9%-23.4pp |
| Annual return | 13.83% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,894 | $4,652-59.3% | $4,175-54.6% | $4,194-54.8% |
| Participant deferral / active EE | $4,026 | $6,159-34.6% | $5,451-26.2% | $6,396-37.1% |
| Admin fee / account holder | $613 | $16,880-96.4% | $14,497-95.8% | $12,562-95.1% |