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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 | $108,538 | $154,228-29.6% | $145,433-25.4% | $137,256-20.9% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,384 | $4,804-50.4% | $4,554-47.7% | $4,156-42.6% |
| Participant deferral / active EE | $6,753 | $8,216-17.8% | $7,897-14.5% | $6,407+5.4% |
| Admin fee / account holder | $3,558 | $14,344-75.2% | $13,129-72.9% | $12,270-71.0% |