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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 | $77,367 | $154,228-49.8% | $145,433-46.8% | $137,256-43.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 20.15% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,738 | $4,804-63.8% | $4,554-61.8% | $4,156-58.2% |
| Participant deferral / active EE | $4,952 | $8,216-39.7% | $7,897-37.3% | $6,407-22.7% |
| Admin fee / account holder | $1,098 | $14,344-92.3% | $13,129-91.6% | $12,270-91.1% |