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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 | $123,973 | $174,379-28.9% | $152,093-18.5% | $138,895-10.7% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 20.13% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,240 | $4,652-73.4% | $4,175-70.3% | $4,194-70.4% |
| Participant deferral / active EE | $3,784 | $6,159-38.6% | $5,451-30.6% | $6,396-40.8% |
| Admin fee / account holder | $4,228 | $16,880-75.0% | $14,497-70.8% | $12,562-66.3% |