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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 | $107,465 | $172,111-37.6% | $150,298-28.5% | $137,256-21.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.50% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,690 | $4,636-63.5% | $4,154-59.3% | $4,156-59.3% |
| Participant deferral / active EE | $3,525 | $6,166-42.8% | $5,453-35.3% | $6,407-45.0% |
| Admin fee / account holder | $6,212 | $16,471-62.3% | $14,116-56.0% | $12,270-49.4% |