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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 | $154,228-43.4% | $145,433-40.0% | $137,256-36.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.34% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,522 | $4,804-68.3% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $7,320 | $8,216-10.9% | $7,897-7.3% | $6,407+14.3% |
| Admin fee / account holder | $1,142 | $14,344-92.0% | $13,129-91.3% | $12,270-90.7% |