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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 | $112,303 | $156,616-28.3% | $133,346-15.8% | $198,609-43.5% |
| Participation rate | 40.0% | 77.7%-37.7pp | 72.8%-32.8pp | 82.4%-42.4pp |
| Annual return | 17.19% | 44.25%-27.1pp | 36.85%-19.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $941 | $3,368-72.1% | $2,853-67.0% | $5,055-81.4% |
| Participant deferral / active EE | $4,840 | $4,920-1.6% | $4,332+11.7% | $6,977-30.6% |
| Admin fee / account holder | $1,659 | $17,468-90.5% | $14,264-88.4% | $19,030-91.3% |