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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 | $87,288 | $156,398-44.2% | $147,318-40.7% | $138,895-37.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 21.34% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,522 | $4,853-68.7% | $4,593-66.9% | $4,194-63.7% |
| Participant deferral / active EE | $7,320 | $8,237-11.1% | $7,906-7.4% | $6,396+14.4% |
| Admin fee / account holder | $1,142 | $14,976-92.4% | $13,708-91.7% | $12,562-90.9% |