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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 | $82,039 | $174,379-53.0% | $152,093-46.1% | $138,895-40.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 21.79% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,627 | $4,652-65.0% | $4,175-61.0% | $4,194-61.2% |
| Participant deferral / active EE | $7,281 | $6,159+18.2% | $5,451+33.6% | $6,396+13.8% |
| Admin fee / account holder | $512 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |