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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 | $82,405 | $154,228-46.6% | $145,433-43.3% | $137,256-40.0% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 18.34% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,722 | $4,804-64.1% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $5,179 | $8,216-37.0% | $7,897-34.4% | $6,407-19.2% |
| Admin fee / account holder | $302 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |