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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 | $106,941 | $172,111-37.9% | $150,298-28.8% | $137,256-22.1% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 29.67% | 69.37%-39.7pp | 62.79%-33.1pp | 220.34%-190.7pp |
| Employer contribution / active EE | $1,726 | $4,636-62.8% | $4,154-58.4% | $4,156-58.5% |
| Participant deferral / active EE | $7,175 | $6,166+16.4% | $5,453+31.6% | $6,407+12.0% |
| Admin fee / account holder | $739 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |