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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 | $103,827 | $223,823-53.6% | $211,142-50.8% | $154,746-32.9% |
| Participation rate | 36.4% | 87.9%-51.5pp | 87.3%-50.9pp | 80.7%-44.3pp |
| Annual return | 12.49% | 50.39%-37.9pp | 46.84%-34.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $2,501 | $6,787-63.2% | $6,442-61.2% | $4,379-42.9% |
| Participant deferral / active EE | $5,642 | $9,750-42.1% | $9,284-39.2% | $6,730-16.2% |
| Admin fee / account holder | $1,175 | $19,707-94.0% | $19,076-93.8% | $14,365-91.8% |