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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 | $116,966 | $174,379-32.9% | $152,093-23.1% | $138,895-15.8% |
| Participation rate | 42.1% | 81.6%-39.5pp | 77.8%-35.7pp | 79.9%-37.8pp |
| Annual return | 13.12% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,843 | $4,652-60.4% | $4,175-55.8% | $4,194-56.0% |
| Participant deferral / active EE | $4,276 | $6,159-30.6% | $5,451-21.6% | $6,396-33.1% |
| Admin fee / account holder | $9,042 | $16,880-46.4% | $14,497-37.6% | $12,562-28.0% |