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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 | $80,423 | $172,111-53.3% | $150,298-46.5% | $137,256-41.4% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 18.28% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,981 | $4,636-35.7% | $4,154-28.2% | $4,156-28.3% |
| Participant deferral / active EE | $3,865 | $6,166-37.3% | $5,453-29.1% | $6,407-39.7% |
| Admin fee / account holder | $7,308 | $16,471-55.6% | $14,116-48.2% | $12,270-40.4% |