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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 | $107,115 | $183,516-41.6% | $155,534-31.1% | $145,884-26.6% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 13.61% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,547 | $5,315-70.9% | $4,675-66.9% | $4,662-66.8% |
| Participant deferral / active EE | $2,866 | $6,467-55.7% | $5,630-49.1% | $6,690-57.2% |
| Admin fee / account holder | $1,635 | $19,293-91.5% | $15,900-89.7% | $13,392-87.8% |