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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 | $106,773 | $154,228-30.8% | $145,433-26.6% | $137,256-22.2% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 14.20% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,012 | $4,804-58.1% | $4,554-55.8% | $4,156-51.6% |
| Participant deferral / active EE | $4,340 | $8,216-47.2% | $7,897-45.0% | $6,407-32.3% |
| Admin fee / account holder | $1,537 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |