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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 | $96,654 | $154,228-37.3% | $145,433-33.5% | $137,256-29.6% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 13.75% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,644 | $4,804-65.8% | $4,554-63.9% | $4,156-60.4% |
| Participant deferral / active EE | $2,433 | $8,216-70.4% | $7,897-69.2% | $6,407-62.0% |
| Admin fee / account holder | $19,488 | $14,344+35.9% | $13,129+48.4% | $12,270+58.8% |