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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 | $95,970 | $172,111-44.2% | $150,298-36.1% | $137,256-30.1% |
| Participation rate | 68.2% | 81.7%-13.5pp | 77.8%-9.6pp | 80.0%-11.8pp |
| Annual return | 17.45% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,706 | $4,636-63.2% | $4,154-58.9% | $4,156-59.0% |
| Participant deferral / active EE | $2,411 | $6,166-60.9% | $5,453-55.8% | $6,407-62.4% |
| Admin fee / account holder | $2,341 | $16,471-85.8% | $14,116-83.4% | $12,270-80.9% |