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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 | $105,891 | $154,228-31.3% | $145,433-27.2% | $137,256-22.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,665 | $4,804-65.3% | $4,554-63.4% | $4,156-59.9% |
| Participant deferral / active EE | $6,266 | $8,216-23.7% | $7,897-20.7% | $6,407-2.2% |
| Admin fee / account holder | $1,132 | $14,344-92.1% | $13,129-91.4% | $12,270-90.8% |