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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 | $174,379-43.1% | $152,093-34.8% | $138,895-28.6% |
| Participation rate | 58.8% | 81.6%-22.8pp | 77.8%-18.9pp | 79.9%-21.1pp |
| Annual return | 13.27% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,332 | $4,652-71.4% | $4,175-68.1% | $4,194-68.2% |
| Participant deferral / active EE | $2,889 | $6,159-53.1% | $5,451-47.0% | $6,396-54.8% |
| Admin fee / account holder | $6,837 | $16,880-59.5% | $14,497-52.8% | $12,562-45.6% |