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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 | $80,820 | $97,125-16.8% | $86,233-6.3% | $137,256-41.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.98% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,636 | $2,841-42.4% | $2,504-34.7% | $4,156-60.6% |
| Participant deferral / active EE | $5,251 | $5,180+1.4% | $4,559+15.2% | $6,407-18.0% |
| Admin fee / account holder | $544 | $9,725-94.4% | $8,342-93.5% | $12,270-95.6% |