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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 | $82,636 | $172,111-52.0% | $150,298-45.0% | $137,256-39.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.94% | 69.37%-53.4pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,328 | $4,636-71.4% | $4,154-68.0% | $4,156-68.0% |
| Participant deferral / active EE | $4,635 | $6,166-24.8% | $5,453-15.0% | $6,407-27.7% |
| Admin fee / account holder | $1,148 | $16,471-93.0% | $14,116-91.9% | $12,270-90.6% |