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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 | $115,412 | $174,379-33.8% | $152,093-24.1% | $138,895-16.9% |
| Participation rate | 36.4% | 81.6%-45.3pp | 77.8%-41.4pp | 79.9%-43.6pp |
| Annual return | 20.63% | 74.86%-54.2pp | 66.36%-45.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,047 | $4,652-77.5% | $4,175-74.9% | $4,194-75.0% |
| Participant deferral / active EE | $3,692 | $6,159-40.1% | $5,451-32.3% | $6,396-42.3% |
| Admin fee / account holder | $348 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |