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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 | $108,642 | $124,330-12.6% | $109,173-0.5% | $167,536-35.2% |
| Participation rate | 42.1% | 79.5%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 10.04% | 26.04%-16.0pp | 25.75%-15.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $1,971 | $4,209-53.2% | $3,723-47.1% | $4,839-59.3% |
| Participant deferral / active EE | $4,724 | $5,256-10.1% | $4,654+1.5% | $6,342-25.5% |
| Admin fee / account holder | $1,443 | $7,974-81.9% | $6,755-78.6% | $12,315-88.3% |