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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 | $103,789 | $165,399-37.2% | $149,745-30.7% | $158,982-34.7% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 19.18% | 348.34%-329.2pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,380 | $5,105-53.4% | $4,646-48.8% | $4,763-50.0% |
| Participant deferral / active EE | $4,280 | $7,183-40.4% | $6,843-37.4% | $5,983-28.5% |
| Admin fee / account holder | $470 | $10,811-95.6% | $9,312-94.9% | $11,252-95.8% |