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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 | $84,571 | $172,111-50.9% | $150,298-43.7% | $137,256-38.4% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 23.64% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,108 | $4,636-76.1% | $4,154-73.3% | $4,156-73.3% |
| Participant deferral / active EE | $2,832 | $6,166-54.1% | $5,453-48.1% | $6,407-55.8% |
| Admin fee / account holder | $1,606 | $16,471-90.3% | $14,116-88.6% | $12,270-86.9% |