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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 | $112,249 | $154,228-27.2% | $145,433-22.8% | $137,256-18.2% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 16.80% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,123 | $4,804-76.6% | $4,554-75.4% | $4,156-73.0% |
| Participant deferral / active EE | $3,795 | $8,216-53.8% | $7,897-51.9% | $6,407-40.8% |
| Admin fee / account holder | $2,787 | $14,344-80.6% | $13,129-78.8% | $12,270-77.3% |