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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 | $73,743 | $172,111-57.2% | $150,298-50.9% | $137,256-46.3% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 24.39% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,306 | $4,636-71.8% | $4,154-68.6% | $4,156-68.6% |
| Participant deferral / active EE | $7,286 | $6,166+18.2% | $5,453+33.6% | $6,407+13.7% |
| Admin fee / account holder | $307 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |