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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 | $99,144 | $172,111-42.4% | $150,298-34.0% | $137,256-27.8% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 13.27% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,332 | $4,636-71.3% | $4,154-67.9% | $4,156-68.0% |
| Participant deferral / active EE | $2,889 | $6,166-53.1% | $5,453-47.0% | $6,407-54.9% |
| Admin fee / account holder | $6,837 | $16,471-58.5% | $14,116-51.6% | $12,270-44.3% |