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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 | $80,150 | $156,398-48.8% | $147,318-45.6% | $138,895-42.3% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 23.82% | 78.75%-54.9pp | 70.43%-46.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,310 | $4,853-73.0% | $4,593-71.5% | $4,194-68.8% |
| Participant deferral / active EE | $4,344 | $8,237-47.3% | $7,906-45.1% | $6,396-32.1% |
| Admin fee / account holder | $1,497 | $14,976-90.0% | $13,708-89.1% | $12,562-88.1% |