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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 | $104,393 | $162,136-35.6% | $152,301-31.5% | $154,746-32.5% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 14.03% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,948 | $4,890-60.2% | $4,624-57.9% | $4,379-55.5% |
| Participant deferral / active EE | $3,787 | $8,341-54.6% | $8,004-52.7% | $6,730-43.7% |
| Admin fee / account holder | $4,757 | $15,759-69.8% | $14,398-67.0% | $14,365-66.9% |