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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 | $98,208 | $181,062-45.8% | $158,223-37.9% | $155,188-36.7% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 11.95% | 57.39%-45.4pp | 52.09%-40.1pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,483 | $4,565-67.5% | $4,109-63.9% | $4,248-65.1% |
| Participant deferral / active EE | $2,540 | $6,134-58.6% | $5,467-53.5% | $6,531-61.1% |
| Admin fee / account holder | $1,001 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |