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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 | $107,308 | $174,379-38.5% | $152,093-29.4% | $138,895-22.7% |
| Participation rate | 36.4% | 81.6%-45.3pp | 77.8%-41.4pp | 79.9%-43.6pp |
| Annual return | 15.81% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,028 | $4,652-34.9% | $4,175-27.5% | $4,194-27.8% |
| Participant deferral / active EE | $3,404 | $6,159-44.7% | $5,451-37.6% | $6,396-46.8% |
| Admin fee / account holder | $448 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |