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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 | $91,478 | $178,174-48.7% | $156,181-41.4% | $137,256-33.4% |
| Participation rate | 41.2% | 82.0%-40.9pp | 78.8%-37.7pp | 80.0%-38.8pp |
| Annual return | 18.03% | 84.19%-66.2pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,666 | $4,972-66.5% | $4,294-61.2% | $4,156-59.9% |
| Participant deferral / active EE | $4,326 | $6,888-37.2% | $6,132-29.4% | $6,407-32.5% |
| Admin fee / account holder | $7,688 | $17,404-55.8% | $14,586-47.3% | $12,270-37.3% |