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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 | $118,491 | $182,442-35.1% | $163,379-27.5% | $138,895-14.7% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.8%-39.3pp | 79.9%-42.4pp |
| Annual return | 13.62% | 72.74%-59.1pp | 63.41%-49.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,515 | $4,159-63.6% | $3,752-59.6% | $4,194-63.9% |
| Participant deferral / active EE | $4,416 | $6,817-35.2% | $6,282-29.7% | $6,396-31.0% |
| Admin fee / account holder | $836 | $10,396-92.0% | $9,818-91.5% | $12,562-93.3% |