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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 | $106,626 | $154,228-30.9% | $145,433-26.7% | $137,256-22.3% |
| Participation rate | 43.8% | 83.8%-40.0pp | 82.1%-38.4pp | 80.0%-36.2pp |
| Annual return | 18.52% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,064 | $4,804-77.8% | $4,554-76.6% | $4,156-74.4% |
| Participant deferral / active EE | $4,548 | $8,216-44.6% | $7,897-42.4% | $6,407-29.0% |
| Admin fee / account holder | $732 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |