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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 | $107,264 | $132,634-19.1% | $115,768-7.3% | $137,256-21.9% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.4%-27.7pp | 80.0%-33.3pp |
| Annual return | 13.61% | 160.70%-147.1pp | 100.46%-86.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,436 | $3,360-57.3% | $2,940-51.2% | $4,156-65.5% |
| Participant deferral / active EE | $1,960 | $5,619-65.1% | $4,917-60.1% | $6,407-69.4% |
| Admin fee / account holder | $2,060 | $15,028-86.3% | $12,439-83.4% | $12,270-83.2% |