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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 | $133,944 | $172,111-22.2% | $150,298-10.9% | $137,256-2.4% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 18.67% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,622 | $4,636-65.0% | $4,154-61.0% | $4,156-61.0% |
| Participant deferral / active EE | $3,901 | $6,166-36.7% | $5,453-28.5% | $6,407-39.1% |
| Admin fee / account holder | $1,908 | $16,471-88.4% | $14,116-86.5% | $12,270-84.4% |