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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 | $110,017 | $182,442-39.7% | $163,379-32.7% | $138,895-20.8% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.8%-39.3pp | 79.9%-42.4pp |
| Annual return | 17.77% | 72.74%-55.0pp | 63.41%-45.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,375 | $4,159-66.9% | $3,752-63.4% | $4,194-67.2% |
| Participant deferral / active EE | $4,610 | $6,817-32.4% | $6,282-26.6% | $6,396-27.9% |
| Admin fee / account holder | $340 | $10,396-96.7% | $9,818-96.5% | $12,562-97.3% |