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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 | $114,162 | $172,111-33.7% | $150,298-24.0% | $137,256-16.8% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 16.59% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,493 | $4,636-67.8% | $4,154-64.1% | $4,156-64.1% |
| Participant deferral / active EE | $5,452 | $6,166-11.6% | $5,4530% | $6,407-14.9% |
| Admin fee / account holder | $851 | $16,471-94.8% | $14,116-94.0% | $12,270-93.1% |