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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 | $71,001 | $172,111-58.7% | $150,298-52.8% | $137,256-48.3% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 14.27% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,278 | $4,636-72.4% | $4,154-69.2% | $4,156-69.3% |
| Participant deferral / active EE | $1,844 | $6,166-70.1% | $5,453-66.2% | $6,407-71.2% |
| Admin fee / account holder | $414 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |