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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 | $156,398-33.3% | $147,318-29.1% | $138,895-24.8% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 14.03% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,948 | $4,853-59.9% | $4,593-57.6% | $4,194-53.6% |
| Participant deferral / active EE | $3,787 | $8,237-54.0% | $7,906-52.1% | $6,396-40.8% |
| Admin fee / account holder | $4,757 | $14,976-68.2% | $13,708-65.3% | $12,562-62.1% |