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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 | $93,999 | $162,136-42.0% | $152,301-38.3% | $154,746-39.3% |
| Participation rate | 38.1% | 84.1%-46.0pp | 82.4%-44.4pp | 80.7%-42.6pp |
| Annual return | 15.91% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,084 | $4,890-77.8% | $4,624-76.6% | $4,379-75.2% |
| Participant deferral / active EE | $4,241 | $8,341-49.2% | $8,004-47.0% | $6,730-37.0% |
| Admin fee / account holder | $9,575 | $15,759-39.2% | $14,398-33.5% | $14,365-33.3% |