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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 | $100,761 | $135,956-25.9% | $123,894-18.7% | $273,972-63.2% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 7.31% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,445 | $5,170-72.0% | $4,617-68.7% | $4,869-70.3% |
| Participant deferral / active EE | $4,730 | $6,343-25.4% | $5,984-21.0% | $5,287-10.5% |
| Admin fee / account holder | $1,345 | $9,817-86.3% | $8,357-83.9% | $10,133-86.7% |