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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 | $102,020 | $182,442-44.1% | $163,379-37.6% | $138,895-26.5% |
| Participation rate | 39.1% | 79.8%-40.7pp | 76.8%-37.7pp | 79.9%-40.8pp |
| Annual return | 20.65% | 72.74%-52.1pp | 63.41%-42.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $893 | $4,159-78.5% | $3,752-76.2% | $4,194-78.7% |
| Participant deferral / active EE | $4,559 | $6,817-33.1% | $6,282-27.4% | $6,396-28.7% |
| Admin fee / account holder | $1,160 | $10,396-88.8% | $9,818-88.2% | $12,562-90.8% |