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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 | $107,127 | $182,442-41.3% | $163,379-34.4% | $138,895-22.9% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 13.37% | 72.74%-59.4pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $967 | $4,159-76.7% | $3,752-74.2% | $4,194-76.9% |
| Participant deferral / active EE | $2,470 | $6,817-63.8% | $6,282-60.7% | $6,396-61.4% |
| Admin fee / account holder | $7,829 | $10,396-24.7% | $9,818-20.3% | $12,562-37.7% |