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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 | $112,745 | $162,136-30.5% | $152,301-26.0% | $154,746-27.1% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 19.69% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,086 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $5,427 | $8,341-34.9% | $8,004-32.2% | $6,730-19.4% |
| Admin fee / account holder | $8,611 | $15,759-45.4% | $14,398-40.2% | $14,365-40.1% |