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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 | $81,044 | $178,174-54.5% | $156,181-48.1% | $137,256-41.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 20.52% | 84.19%-63.7pp | 64.87%-44.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,105 | $4,972-77.8% | $4,294-74.3% | $4,156-73.4% |
| Participant deferral / active EE | $4,344 | $6,888-36.9% | $6,132-29.2% | $6,407-32.2% |
| Admin fee / account holder | $1,054 | $17,404-93.9% | $14,586-92.8% | $12,270-91.4% |