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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 | $83,150 | $172,111-51.7% | $150,298-44.7% | $137,256-39.4% |
| Participation rate | 47.6% | 81.7%-34.1pp | 77.8%-30.1pp | 80.0%-32.3pp |
| Annual return | 12.38% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $850 | $4,636-81.7% | $4,154-79.5% | $4,156-79.5% |
| Participant deferral / active EE | $2,118 | $6,166-65.6% | $5,453-61.2% | $6,407-66.9% |
| Admin fee / account holder | $1,345 | $16,471-91.8% | $14,116-90.5% | $12,270-89.0% |