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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 | $97,905 | $185,312-47.2% | $161,489-39.4% | $154,746-36.7% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 21.74% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,491 | $4,769-68.7% | $4,268-65.1% | $4,379-66.0% |
| Participant deferral / active EE | $4,247 | $6,350-33.1% | $5,630-24.6% | $6,730-36.9% |
| Admin fee / account holder | $382 | $18,654-98.0% | $16,006-97.6% | $14,365-97.3% |