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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 | $75,046 | $172,111-56.4% | $150,298-50.1% | $137,256-45.3% |
| Participation rate | 35.0% | 81.7%-46.7pp | 77.8%-42.8pp | 80.0%-45.0pp |
| Annual return | 18.49% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,085 | $4,636-76.6% | $4,154-73.9% | $4,156-73.9% |
| Participant deferral / active EE | $3,149 | $6,166-48.9% | $5,453-42.3% | $6,407-50.9% |
| Admin fee / account holder | $7,281 | $16,471-55.8% | $14,116-48.4% | $12,270-40.7% |