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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 | $94,969 | $172,111-44.8% | $150,298-36.8% | $137,256-30.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 25.81% | 69.37%-43.6pp | 62.79%-37.0pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,467 | $4,636-68.4% | $4,154-64.7% | $4,156-64.7% |
| Participant deferral / active EE | $3,284 | $6,166-46.7% | $5,453-39.8% | $6,407-48.7% |
| Admin fee / account holder | $2,016 | $16,471-87.8% | $14,116-85.7% | $12,270-83.6% |