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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 | $78,939 | $185,312-57.4% | $161,489-51.1% | $154,746-49.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.72% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,048 | $4,769-78.0% | $4,268-75.4% | $4,379-76.1% |
| Participant deferral / active EE | $3,048 | $6,350-52.0% | $5,630-45.9% | $6,730-54.7% |
| Admin fee / account holder | $320 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |