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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 | $79,720 | $154,228-48.3% | $145,433-45.2% | $137,256-41.9% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 22.84% | 74.59%-51.8pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $956 | $4,804-80.1% | $4,554-79.0% | $4,156-77.0% |
| Participant deferral / active EE | $3,740 | $8,216-54.5% | $7,897-52.6% | $6,407-41.6% |
| Admin fee / account holder | $3,606 | $14,344-74.9% | $13,129-72.5% | $12,270-70.6% |