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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 | $89,689 | $115,225-22.2% | $100,712-10.9% | $138,895-35.4% |
| Participation rate | 47.4% | 74.3%-27.0pp | 69.3%-21.9pp | 79.9%-32.6pp |
| Annual return | 20.26% | 40.35%-20.1pp | 33.27%-13.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,228 | $2,771-55.7% | $2,313-46.9% | $4,194-70.7% |
| Participant deferral / active EE | $4,087 | $4,699-13.0% | $4,0850% | $6,396-36.1% |
| Admin fee / account holder | $932 | $10,844-91.4% | $9,256-89.9% | $12,562-92.6% |