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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 | $110,221 | $178,174-38.1% | $156,181-29.4% | $137,256-19.7% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 14.87% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,316 | $4,972-73.5% | $4,294-69.4% | $4,156-68.3% |
| Participant deferral / active EE | $4,560 | $6,888-33.8% | $6,132-25.6% | $6,407-28.8% |
| Admin fee / account holder | $8,548 | $17,404-50.9% | $14,586-41.4% | $12,270-30.3% |