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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 | $88,391 | $178,174-50.4% | $156,181-43.4% | $137,256-35.6% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 15.62% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,334 | $4,972-73.2% | $4,294-68.9% | $4,156-67.9% |
| Participant deferral / active EE | $4,751 | $6,888-31.0% | $6,132-22.5% | $6,407-25.8% |
| Admin fee / account holder | $1,633 | $17,404-90.6% | $14,586-88.8% | $12,270-86.7% |