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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 | $91,037 | $174,379-47.8% | $152,093-40.1% | $138,895-34.5% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 15.69% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,459 | $4,652-68.6% | $4,175-65.1% | $4,194-65.2% |
| Participant deferral / active EE | $4,352 | $6,159-29.3% | $5,451-20.2% | $6,396-32.0% |
| Admin fee / account holder | $3,137 | $16,880-81.4% | $14,497-78.4% | $12,562-75.0% |