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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 | $79,947 | $114,119-29.9% | $107,187-25.4% | $138,895-42.4% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 79.9%-21.1pp |
| Annual return | 16.20% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,138 | $4,059-72.0% | $3,782-69.9% | $4,194-72.9% |
| Participant deferral / active EE | $1,642 | $5,538-70.3% | $5,096-67.8% | $6,396-74.3% |
| Admin fee / account holder | $382 | $10,024-96.2% | $9,162-95.8% | $12,562-97.0% |