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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 | $100,679 | $185,312-45.7% | $161,489-37.7% | $154,746-34.9% |
| Participation rate | 47.6% | 82.5%-34.8pp | 78.7%-31.1pp | 80.7%-33.1pp |
| Annual return | 18.65% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,130 | $4,769-76.3% | $4,268-73.5% | $4,379-74.2% |
| Participant deferral / active EE | $3,496 | $6,350-44.9% | $5,630-37.9% | $6,730-48.1% |
| Admin fee / account holder | $7,595 | $18,654-59.3% | $16,006-52.5% | $14,365-47.1% |