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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 | $107,050 | $172,111-37.8% | $150,298-28.8% | $137,256-22.0% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 25.97% | 69.37%-43.4pp | 62.79%-36.8pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,641 | $4,636-64.6% | $4,154-60.5% | $4,156-60.5% |
| Participant deferral / active EE | $3,821 | $6,166-38.0% | $5,453-29.9% | $6,407-40.4% |
| Admin fee / account holder | $16,013 | $16,471-2.8% | $14,116+13.4% | $12,270+30.5% |