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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 | $67,263 | $156,398-57.0% | $147,318-54.3% | $138,895-51.6% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 21.99% | 78.75%-56.8pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,490 | $4,853-69.3% | $4,593-67.5% | $4,194-64.5% |
| Participant deferral / active EE | $6,276 | $8,237-23.8% | $7,906-20.6% | $6,396-1.9% |
| Admin fee / account holder | $920 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |