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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 | $106,305 | $174,379-39.0% | $152,093-30.1% | $138,895-23.5% |
| Participation rate | 68.2% | 81.6%-13.5pp | 77.8%-9.6pp | 79.9%-11.7pp |
| Annual return | 14.63% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,513 | $4,652-67.5% | $4,175-63.8% | $4,194-63.9% |
| Participant deferral / active EE | $3,896 | $6,159-36.7% | $5,451-28.5% | $6,396-39.1% |
| Admin fee / account holder | $7,803 | $16,880-53.8% | $14,497-46.2% | $12,562-37.9% |