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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 | $78,012 | $154,228-49.4% | $145,433-46.4% | $137,256-43.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.51% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,831 | $4,804-61.9% | $4,554-59.8% | $4,156-55.9% |
| Participant deferral / active EE | $4,343 | $8,216-47.1% | $7,897-45.0% | $6,407-32.2% |
| Admin fee / account holder | $733 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |