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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 | $84,696 | $135,956-37.7% | $123,894-31.6% | $273,972-69.1% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 19.16% | 56.63%-37.5pp | 47.52%-28.4pp | 41.46%-22.3pp |
| Employer contribution / active EE | $1,081 | $5,170-79.1% | $4,617-76.6% | $4,869-77.8% |
| Participant deferral / active EE | $4,259 | $6,343-32.8% | $5,984-28.8% | $5,287-19.4% |
| Admin fee / account holder | $1,062 | $9,817-89.2% | $8,357-87.3% | $10,133-89.5% |