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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 | $80,049 | $185,312-56.8% | $161,489-50.4% | $154,746-48.3% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 20.99% | 103.84%-82.9pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,820 | $4,769-61.8% | $4,268-57.4% | $4,379-58.4% |
| Participant deferral / active EE | $5,624 | $6,350-11.4% | $5,630-0.1% | $6,730-16.4% |
| Admin fee / account holder | $1,141 | $18,654-93.9% | $16,006-92.9% | $14,365-92.1% |