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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 | $104,970 | $172,111-39.0% | $150,298-30.2% | $137,256-23.5% |
| Participation rate | 29.4% | 81.7%-52.3pp | 77.8%-48.3pp | 80.0%-50.5pp |
| Annual return | 17.20% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,037 | $4,636-77.6% | $4,154-75.0% | $4,156-75.1% |
| Participant deferral / active EE | $1,903 | $6,166-69.1% | $5,453-65.1% | $6,407-70.3% |
| Admin fee / account holder | $857 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |