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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 | $105,214 | $174,379-39.7% | $152,093-30.8% | $138,895-24.2% |
| Participation rate | 35.7% | 81.6%-45.9pp | 77.8%-42.1pp | 79.9%-44.2pp |
| Annual return | 12.70% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,273 | $4,652-72.6% | $4,175-69.5% | $4,194-69.6% |
| Participant deferral / active EE | $2,822 | $6,159-54.2% | $5,451-48.2% | $6,396-55.9% |
| Admin fee / account holder | $427 | $16,880-97.5% | $14,497-97.1% | $12,562-96.6% |