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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 | $96,524 | $172,111-43.9% | $150,298-35.8% | $137,256-29.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 24.44% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,104 | $4,636-76.2% | $4,154-73.4% | $4,156-73.4% |
| Participant deferral / active EE | $4,538 | $6,166-26.4% | $5,453-16.8% | $6,407-29.2% |
| Admin fee / account holder | $521 | $16,471-96.8% | $14,116-96.3% | $12,270-95.8% |