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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 | $65,617 | $174,379-62.4% | $152,093-56.9% | $138,895-52.8% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 18.33% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,003 | $4,652-56.9% | $4,175-52.0% | $4,194-52.2% |
| Participant deferral / active EE | $5,088 | $6,159-17.4% | $5,451-6.7% | $6,396-20.5% |
| Admin fee / account holder | $791 | $16,880-95.3% | $14,497-94.5% | $12,562-93.7% |