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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 | $104,777 | $124,980-16.2% | $108,359-3.3% | $154,746-32.3% |
| Participation rate | 23.5% | 75.2%-51.6pp | 70.1%-46.6pp | 80.7%-57.2pp |
| Annual return | 10.68% | 45.00%-34.3pp | 36.89%-26.2pp | 172.34%-161.7pp |
| Employer contribution / active EE | $938 | $2,851-67.1% | $2,399-60.9% | $4,379-78.6% |
| Participant deferral / active EE | $4,107 | $4,743-13.4% | $4,137-0.7% | $6,730-39.0% |
| Admin fee / account holder | $2,487 | $11,502-78.4% | $9,741-74.5% | $14,365-82.7% |