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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 | $92,928 | $174,379-46.7% | $152,093-38.9% | $138,895-33.1% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 11.95% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,151 | $4,652-75.3% | $4,175-72.4% | $4,194-72.6% |
| Participant deferral / active EE | $4,251 | $6,159-31.0% | $5,451-22.0% | $6,396-33.5% |
| Admin fee / account holder | $402 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |