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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 | $79,107 | $155,555-49.1% | $146,866-46.1% | $155,188-49.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 19.01% | 115.41%-96.4pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,221 | $4,647-73.7% | $4,425-72.4% | $4,248-71.3% |
| Participant deferral / active EE | $3,962 | $8,044-50.8% | $7,759-48.9% | $6,531-39.3% |
| Admin fee / account holder | $564 | $14,755-96.2% | $13,620-95.9% | $14,480-96.1% |