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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 | $97,865 | $174,379-43.9% | $152,093-35.7% | $138,895-29.5% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 17.21% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,448 | $4,652-68.9% | $4,175-65.3% | $4,194-65.5% |
| Participant deferral / active EE | $3,513 | $6,159-43.0% | $5,451-35.6% | $6,396-45.1% |
| Admin fee / account holder | $467 | $16,880-97.2% | $14,497-96.8% | $12,562-96.3% |