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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 | $79,489 | $174,379-54.4% | $152,093-47.7% | $138,895-42.8% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 16.28% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $958 | $4,652-79.4% | $4,175-77.0% | $4,194-77.2% |
| Participant deferral / active EE | $1,956 | $6,159-68.2% | $5,451-64.1% | $6,396-69.4% |
| Admin fee / account holder | $338 | $16,880-98.0% | $14,497-97.7% | $12,562-97.3% |